Reviews for Capstone Capital Wealth Advisors

Nov 2023

Move over, Wall Street, because Capstone Capital is the real deal when it comes to wealth management! Adam Dawson and his team have transformed my financial journey into an exhilarating adventure, where I feel like I'm their VIP client every single time we connect (even though I know I'm not).These financial wizards go above and beyond, following up on EVERYTHING, even services they no longer offer! Talk about dedication! When they decided to phase out life insurance, did they leave me hanging? Absolutely not! They continued to process my information because that's just the kind of superhero-like commitment they bring to the table.Capstone Capital isn't your average run-of-the-mill...read full review

From Capstone Capital Wealth Advisors

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. Our mission is to simplify your life and enhance your peace of mind. We especially enjoy helping people successfully navigate the complexities of preparing for a secure retirement, selling their business, or receiving an inheritance. 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.

Hours

Monday: 8AM - 5PM
Tuesday: 8AM - 5PM
Wednesday: 8AM - 5PM
Thursday: 8AM - 5PM
Friday: 8AM - 2PM
Saturday: ClosedSunday: Closed

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Ratings

Google: 4.5/5