CLEAR COMMUNICATION
DISCIPLINED APPROACH
REAL RELATIONSHIPS
Books By Our CEO, Adam Dawson
Each contains real stories and practical guidance.
Life Beyond Your Business is for business owners who are wondering when is the right time to sell their business, how to prepare for it, and how to maintain their lifestyle and sense of purpose after the sale.
Chasing Chances reveals why many popular investment strategies fail and explains the proven principles that can improve your odds of long-term investment success.
Timeless Principles of Financial Security focuses on how to find peace and prosperity in an uncertain world. It discusses how to set and accomplish financial goals despite forces outside your control.
Who We Are
Capstone Capital is an independent wealth management firm founded in 2002 by Ron Leavitt and Jeff Burr in Henderson, Nevada. We provide fee-only 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 more than $1 million in investable assets or over $500,000 in annual income.
- 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.
Investment Philosophy
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Let’s connect to explore whether we would be a good fit for your needs. Schedule an introductory call with us below.