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Capstone Capital Wealth Advisors
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Wealth Management & Retirement Planning

Simplify Your Life. Enhance Your Peace of Mind™

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  • How We Help

CLEAR COMMUNICATION

DISCIPLINED APPROACH

REAL RELATIONSHIPS

Who We Are

Capstone Capital is an independent SEC registered investment advisor founded in 2002 by Ron Leavitt and Jeff Burr in Henderson, Nevada. We provide fee-based wealth management services to individuals, families, and small business owners throughout the United States.

As independent advisors we are not beholden to any mandates or sales quotas from other investment companies. Therefore, we are free to recommend only what is in your best interest, in a true fiduciary capacity.

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How We Help

Our mission is to simplify your life and enhance your peace of mind by…

  1. Listening carefully to understand YOUR goals, then developing a practical plan to help you achieve them.
  2. Examining your whole financial picture to help you optimize opportunities and reduce risk.
  3. Building investment strategies in line with your goals.
  4. Managing your investments and researching your financial questions for you, so you can focus on what you enjoy most.
  5. Keeping you informed and helping you focus on what you can control so you can tune out the noise.

We also specialize in helping you with the following:

  • Preparing for Retirement
  • Selling Your Business
  • Receiving an Inheritance

Who We Serve Best

If this sounds like you, we might be the perfect fit:

  • You have $500,000 to $50 million investable assets and prefer not to manage it yourself.
  • You want to simplify your life and enhance your peace of mind.
  • You don’t enjoy following the chaos and clamor of daily market news.
  • You value long-term personal relationships with trusted advisors.
  • You prefer a steady, consistent approach to investing rather than a highly speculative scheme.
  • You strive to make a difference in the lives of other people.
  • You care about the financial security of your spouse, children, and/or grandchildren.
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Investment Philosophy

You don’t need to pick the right stocks or predict the market to have a successful investing experience. We recommend a systematic, disciplined approach consistent with your goals while minimizing risk through proper diversification.
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Timeless principles of financial security by Adam Dawson

Our Book

Timeless Principles of Financial Security

For new insights on how you can find lasting peace and prosperity in an uncertain world, read this compelling book by one of our advisors, Adam Dawson, CFP®. It’s full of real-life stories, including many of Adam’s own personal experiences, and contains practical advice that will give you a clear path for what you need to do to accomplish your goals.
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Let’s connect to explore whether we would be a good fit for your needs. Send us a message below or call us at (702) 433-7588.

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Capstone Capital Group is an SEC registered investment advisor.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

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  • Copyright © 2022 Capstone Capital •
  • 2600 Paseo Verde Pkwy, Ste 150 • Henderson, NV 89074
  • (702) 433-7588

Copyright © 2022 Capstone Capital • 2600 Paseo Verde Pkwy, Ste 150 • Henderson, NV 89074 | (702) 433-7588