We are here to help you attain:
CLARITY
about What You Want Most
CONFIDENCE
that You’ll Achieve Your Goals
CONTENTMENT
that You Made a Difference
How Can You Create a Life of Abundance and Significance?
As a successful business owner, you may:
- Feel burned out and worried you won’t be able to support your current lifestyle if you work less or sell your business.
- Struggle to identify meaningful purpose outside your business.
- Be anxious that you’ll never accomplish the things you’ve always wanted to do.
We believe you should feel confident about your money’s ability to support your dreams when you have worked so hard to build a successful business.
Move From Success to Significance™
Our goal is to help you:
Discover What Fulfills You
Gain a deeper awareness of what matters most to you and how to focus more on that.
Feel Confident About Your Goals
Develop a clear plan so you can stop worrying whether you’ll have enough money to pursue your passion.
Stop Waiting for “Tomorrow”
Feel the joy of doing more of what you love and making a bigger difference now.
We Help You Enjoy Both Prosperity and Purpose
We understand how hard it can be to know whether you can afford to increase your impact without sacrificing your lifestyle.
- We created a three-step process to empower business owners like you to move from Success to Significance™.
- We have performed wealth management, succession planning, and retirement planning services for business owners for over 20 years.
- We have served hundreds of business owners, and we manage over $300 million in investment assets (as of 12/31/2023).
We Help Empower You to Live Your Vision
Successful business owners who are getting burned out often worry whether they can afford to work less or sell their company in order to increase their impact without sacrificing their lifestyle. At Capstone Capital Wealth Advisors, we created a three-step financial planning process called Success to Significance™ to help them enjoy a more fulfilling life of prosperity and purpose.
We are an independent Registered Investment Advisor based in Henderson, Nevada, helping business owners throughout the U.S. stop worrying whether they have enough time and money to enjoy life and make a difference. As your guide, we work with you to help:
- Identify and accomplish your most important life goals with a step-by-step process and specific timelines.
- Reduce the time and hassle of managing your wealth by delegating your investment management and financial planning to us.
- Decide how your business fits into your life plan so you can determine whether to keep it or sell it.
- Fill in any service gaps by introducing you to qualified professionals to help take over the duties you don’t enjoy.
The end result? We are here to help you enjoy greater fulfillment as you focus most of your time and energy on what you do best and enjoy most, improving your happiness and impact for good.
Services
White Glove Wealth Management
Goal Setting
Retirement Planning
Investment Management
Business Succession & Exit Planning
Insurance Analysis &
Risk Management
Charitable Giving
Legacy Planning
How Our 3-Step Process Works
1
Pinpoint Your Purpose™
Discover how to better utilize your natural abilities, recognize what’s holding you back, and set goals to attain what you want most.
2
Protect Your Prosperity™
Maintain your lifestyle for the rest of your life, minimize your biggest financial risks, and simplify your strategy for building and safeguarding your wealth.
3
Pursue Your Passion™
Clarify whether your business contributes to your higher purpose, decide whether to keep it or sell it, and create a plan to make work optional so you’re free to focus on what you love.
Are We a Match?
You deserve to partner with a wealth advisor whose expertise is working with people like you. We may be a good fit if this sounds like you:
- You’re a successful business owner facing burnout and you’re worried you can’t afford to work less or sell your business without hurting your current lifestyle.
- You want to enjoy an abundant lifestyle while making a bigger difference in the lives of others.
- You seek an ongoing relationship with a fiduciary financial advisor to manage your investments and help you stay on track with your financial goals.
- You prefer a systematic, disciplined approach to investing and don’t enjoy following daily market news.
- You have more than $1 million in investable assets or over $500,000 in annual income.
Take the First Step—Schedule a Call!
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