Wealth Management & Retirement Planning
Simplify Your Life. Enhance Your Peace of Mind™
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.
How We Help
Our mission is to simplify your life and enhance your peace of mind by…
- Listening carefully to understand YOUR goals, then developing a practical plan to help you achieve them.
- Examining your whole financial picture to help you optimize opportunities and reduce risk.
- Building investment strategies in line with your goals.
- Managing your investments and researching your financial questions for you, so you can focus on what you enjoy most.
- 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:
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.
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.
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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Schedule a Call
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.