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Monday 9am - 5pm Tuesday 9am - 5pm Wednesday 9am - 5pm Thursday 9am - 5pm Friday 9am - 4pm

Capstone Wealth Advisors

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Columbus, OH
Capstone Wealth Advisors

A private wealth advisory practice of Ameriprise Financial Services, LLC

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10/07/2026

🌟 Meet the Team: Johnny Dawson 🌟

We're spotlighting Johnny Dawson, CEO and Private Wealth Advisor at Capstone Wealth Advisors, whose leadership and dedication help guide both our clients and our team!

Johnny is passionate about helping individuals and families navigate important financial decisions with confidence. He values building lasting relationships with clients and takes pride in providing guidance that helps them work toward their financial goals. His commitment to serving others and dedication to continuous growth make him an invaluable part of the Capstone family.

Learn more about Johnny below:

🔵 From: Circleville, Ohio

⚪ What do you enjoy doing when you're not at work? Sporting events, spending time outdoors, golfing, and hanging out with Borah and their boys

🔵What inspired you to pursue a career in financial services?
A Marine I met while serving in Iraq inspired me to pursue a career in financial services. He was a financial advisor at the time, and through our conversations, I saw the impact financial guidance can have on people's lives. That experience sparked my interest in helping others build confidence in their financial futures and ultimately led me to this profession.

⚪ What is a personal goal you're working toward this year?
One of my biggest goals is to earn an additional industry-based designation. It is an important step in continuing to expand my knowledge and better serve our clients. I'm committed to growing both professionally and personally so I can provide the highest level of guidance and support.

🔵 If someone handed you a plane ticket right now, where would you go?
Without hesitation, I'd head to Bora Bora with Borah! The beautiful scenery, relaxing atmosphere, and opportunity to spend quality time together make it my ideal destination.

We're grateful for Johnny's leadership, dedication to our clients, and the positive impact he makes on our team every day!

10/05/2026

We recently asked you to reflect on your ideal retirement. After having some time to think about it, what came to mind?

If retirement were tomorrow, how would you spend your days? 🌟

Whether it's travel, family, new adventures, or giving back to your community, your retirement should be designed around what matters most to you.

The first step isn't crunching numbers. It's about creating a life that aligns with your values, goals, and passions. A thoughtful plan can help make that vision possible✨

📖 Read more about planning your ideal retirement lifestyle:
https://bit.ly/3Tln1SX

10/01/2026

🍁 Happy October!

If you're looking for ways to enjoy the season, here are a few of our favorite fall activities around Central Ohio:

🎃 Pumpkins Aglow at Franklin Park Conservatory (October 7th- November 1st)
🍎 Apple Picking at Lynd Fruit Farm
🎃 Pumpkin Picking at Groovy Plants Ranch
👻 Columbus Buckeye Treat Trail (Seventeen stops are featured on the trail!)
🦁 Boo at the Zoo
🌳 A relaxing walk through the woods (Quarry Trails Metro Park, Blendon Woods Metro Park, Alum Creek Trail, Hayden Run Falls or Camp Chase Trail)

What fall activity is at the top of your list this year? ⬇️

09/28/2026

✅ Have a will?
✅ Beneficiaries updated?
✅ A plan in place to protect your legacy?

Estate planning is about more than documents. It's about helping ensure your loved ones understand your wishes and are prepared for the future. Learn the key components of an estate plan and why regular reviews matter. 📖✨

Read the article:
🔗 https://bit.ly/4xNM9zC

09/25/2026

As another week comes to a close, take a moment to imagine your future.

If retirement were tomorrow, how would you spend your days? 🌟

Would you be exploring new places, making memories with loved ones, trying something new, or giving back to causes you care about?

Your retirement should reflect your goals, passions, and priorities. That's why having a plan is so important!

💬 We'd love to hear from you: What is one thing you look forward to most in retirement? 👇

09/22/2026

🍂 Hello, Fall! 🍂

With fall colors on display and seasonal touches throughout the office, we're ready to embrace everything autumn has to offer!

Happy First Day of Fall from the Capstone team. 🎃🧡

09/21/2026

💬 "Social Security won't be there when I retire."

💬 "Social Security will cover all my retirement expenses."

Have you heard these before?

You're not alone. Check out this article as we break down some of the most common Social Security myths and misconceptions.

📖 Read more: https://bit.ly/4AnCvX1

Tell us in the comments: Which myth surprised you most?

09/18/2026

Happy Friday!

💰 Put your finance knowledge to the test!

We've highlighted CAPSTONE for you. Now, can you find the rest of the finance-related words hidden in the puzzle?

Let us know which one you spotted first!

09/16/2026

🌟 Meet the Team: Matthew 🌟

Today, we're introducing Matthew, one of our Financial Advisors!

Matthew is passionate about helping clients feel confident in their financial decisions and working toward their long-term goals. He enjoys making financial planning approachable and building meaningful relationships with the individuals and families he serves. His dedication to client success and genuine care for others make him a valued member of the Capstone family.

Learn more about Matthew below:

🔵 From: Cincinnati, Ohio
⚪ Years in the Industry: 1
🔵 Dream Vacation: Mykonos, Greece
⚪ Favorite Sports Team: Ohio State (College) and Cleveland Browns (Professional)

🔵 What inspired you to become an advisor?
Three things inspired me to become a financial advisor. First, financial literacy is becoming increasingly important. Many people want to better understand their finances and make informed decisions but do not know where to start. I wanted to provide that guidance and make financial planning more approachable.

Second, I wanted a career centered on working directly with people and building meaningful, long-term relationships. Financial advising is not just about numbers. It is about understanding what matters most to someone, earning their trust, and helping them make decisions that can have a lasting impact on their lives and families.

Finally, with many experienced advisors approaching retirement, I saw a unique opportunity to learn from seasoned professionals while entering an industry with significant growth opportunities.

⚪ What is your favorite part of your job?
My favorite part of the job is seeing the impact that good financial guidance can have on someone's life. Whether helping a client prepare for retirement, navigate an important decision, or simply feel more organized, it is rewarding to see them leave a conversation feeling more confident. Building that trust over time is what makes this work meaningful to me.

We're grateful for Matthew's dedication to our clients and the positive impact he makes on our team every day!

09/15/2026

Here’s why today's bond market may offer compelling income opportunities for investors, according to Ameriprise Financial Fixed Income Strategist Brian Erickson.

Address

Columbus, OH

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 4pm

Website

https://www.ameripriseadvisors.com/johnny.dawson/

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