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Capstone Capital Wealth Advisors logo — Wealth Management for Business Owners Who Want to Pursue The...

Capstone Capital Wealth Advisors

Wealth Management for Business Owners Who Want to Pursue Their Passion

Founded 2002 United States Henderson, United States 8 employees Financial Services, Wealth Management

General Information

Company Name Capstone Capital Wealth Advisors
Founded Year 2002
Location United States Henderson, United States
Employees 8
Industries Financial Services, Wealth Management
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About Capstone Capital Wealth Advisors

Capstone Capital Wealth Advisors is an independent SEC registered investment advisor founded in 2002 by Ron Leavitt and Jeff Burr in Henderson, Nevada. The company offers fee-based wealth management services to individuals, families, and small business owners throughout the United States. Their mission is to "Simplify Your Life. Enhance your peace of mind," with a focus on helping people navigate the complexities of preparing for a secure retirement, selling their business, or receiving an inheritance. As independent advisors, Capstone Capital is not beholden to any mandates or sales quotas from other investment companies, allowing them to recommend only what is in their clients' best interest in a true fiduciary capacity. The company operates in the Financial Services and Wealth Management industries, positioning itself to cater to a wide range of financial and investment needs. Although specific information about their last investment and investors is not available at the moment, Capstone Capital's commitment to independent, client-centric wealth management sets them apart in the industry. With a strong focus on enhancing peace of mind and simplifying financial matters for their clients, Capstone Capital Wealth Advisors presents a compelling proposition for potential investors seeking opportunities in the wealth management sector.

Business keywords: investment advisory, retirement planning, financial security, fiduciary services, independent advisor, SEC registration, fee-based services, Henderson, Nevada, individuals, families, small business owners, inheritance planning, financial independence

No funding data available for Capstone Capital Wealth Advisors yet.

Capstone Capital Wealth Advisors Alternatives & Competitors

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Capstone Capital Wealth Advisors vs
Persium Group
Persium Group United States

Strategic Wealth Advisory for business owners, retirement plan committees, and individual investors.

14 employees
Financial Services, Wealth Management
Capstone Capital Wealth Advisors vs
AllGen Financial Advisors
AllGen Financial Advisors United States

Achieve Financial Freedom with Orlando-based financial planning and investment management services.

28 employees
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Capstone Capital Wealth Advisors vs
Shepherd Wealth & Retirement
Shepherd Wealth & Retirement United States

We service business owners and successful families by guiding them on how to continue to grow and ke...

4 employees
Financial Services, Wealth Management
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FAQ About Capstone Capital Wealth Advisors

Wealth Management for Business Owners Who Want to Pursue Their Passion
Capstone Capital Wealth Advisors was founded in 2002.
Capstone Capital Wealth Advisors is headquartered in Henderson, United States.
Capstone Capital Wealth Advisors operates in Financial Services and Wealth Management. Its work centres on investment advisory, retirement planning, financial security and fiduciary services.
Capstone Capital Wealth Advisors has approximately 8 employees.
Top alternatives and competitors to Capstone Capital Wealth Advisors include Persium Group, AllGen Financial Advisors, Shepherd Wealth & Retirement, Salem Investment Counselors, Sunrise Advisors. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Capstone Capital Wealth Advisors and Persium Group are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Source: BounceWatch company record for Capstone Capital Wealth Advisors, https://bouncewatch.com/company/capstone-capital-wealth-advisors, updated 15 January 2025. When citing, please name BounceWatch and link this page.

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