Capstone Wealth Management

Capstone Wealth Management Capstone Wealth Management's mission is help clients work toward financial independence through planning. Member FINRA/SIPC.

We help you determine your goals and objectives, time horizon, risk tolerance, and help you make suitable financial decisions for your future. Our mission is help clients work toward financial independence through planning. We spend time with our clients to determine their goals and objectives, time horizon, risk tolerance, and help them make suitable financial decisions for their future. Our miss

ion is to build a long-term relationship with their trusted and knowledgeable advisor. We aim to accomplish this through education, training, integrity, and outstanding client service. Securities and advisory services offered through LPL Financial, a registered investment advisor. www.finra.org and www.sipc.org

Third Party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Take an inside look into Simplified Employee Pension plans.
01/20/2026

Take an inside look into Simplified Employee Pension plans.

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

Marriage changes your financial life. This piece includes keys to preparing to grow wealthy together.
01/15/2026

Marriage changes your financial life. This piece includes keys to preparing to grow wealthy together.

Keys to preparing to grow wealthy together.

Tax deferral can have a dramatic affect on the growth of an investment. Know what's at stake.
01/13/2026

Tax deferral can have a dramatic affect on the growth of an investment. Know what's at stake.

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Markets ended 2025 on a quiet note, but Q4 closed with gains across all major U.S. indexes as investors weighed lower in...
01/09/2026

Markets ended 2025 on a quiet note, but Q4 closed with gains across all major U.S. indexes as investors weighed lower interest rates, mixed labor data, and ongoing economic delays from the October shutdown. The S&P 500 rose 2.35% for the quarter, while the Dow led with a 3.59% gain. As we kick off the new year with resolutions and fresh starts, many of us reach for our favorite morning brew. But have you ever wondered about the global love affair with coffee and tea? Check out this month's by-the-numbers.

U.S. stocks notched a solid gain in the fourth quarter as investors cheered lower interest rates and solid corporate profits while navigating limited economic updates due to the U.S. government shutdown.

Social Security: Retirement's main source of income or monthly bonus? You decide.
01/08/2026

Social Security: Retirement's main source of income or monthly bonus? You decide.

There’s an alarming difference between perception and reality for current and future retirees.

Leasing a car? Consider gap insurance to protect against losses that may not be covered by your current policy.
01/06/2026

Leasing a car? Consider gap insurance to protect against losses that may not be covered by your current policy.

If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.

Some diets lighten nothing but your wallet. Here’s a few to avoid.
01/01/2026

Some diets lighten nothing but your wallet. Here’s a few to avoid.

These food myths will really put a drain on your wallet.

Are you planning to work after taking Social Security benefits? Know the rules.
12/30/2025

Are you planning to work after taking Social Security benefits? Know the rules.

Knowing the rules may help you decide when to start benefits.

Was it worth it? How long before your gas savings makes up for the cost of that new hybrid?
12/25/2025

Was it worth it? How long before your gas savings makes up for the cost of that new hybrid?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

What every parent needs to know about insuring his or her teen driver.
12/23/2025

What every parent needs to know about insuring his or her teen driver.

Tips on insuring your teen driver.

This investment account question is vital and should be answered as early as possible. Explore the reasons in this piece...
12/18/2025

This investment account question is vital and should be answered as early as possible. Explore the reasons in this piece.

This investment account question is vital and answered as early as possible.

Are you ready to solve a credit report crime with John Q. Gumshoe? Grab your magnifying glass and click here to learn mo...
12/16/2025

Are you ready to solve a credit report crime with John Q. Gumshoe? Grab your magnifying glass and click here to learn more.

Solve a mystery while learning how important your credit report is with this story-driven interactive.

Address

20 Hudson Street
Oxford, MI
48371

Opening Hours

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

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At Capstone Wealth Management we focus on your financial goals and assist you in developing a plan to work toward them. We look to keep things simple by helping you work toward preserving and growing your assets. By using a disciplined approach we analyze and prioritize your goals and work toward success with each client. “Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the Websites section of the Info tab”. Third Party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states: Michigan, Florida, Wisconsin, Massachusetts.