Capstone Capital Management -
 
 Capstone Capital Management

Capstone Capital Management
is a private financial planning and investment management firm. 

We create customized financial planning strategies and investment management solutions for individuals, families, business owners and their companies, trusts, retirement plans and private foundations.

Our professional firm works hard to create Peace of Mind for you and your family.  We strive to be your "Financial Quarterback".  We fulfill this role by working in concert with tax and legal professionals and by managing financial strategies that focus on growing and protecting your hard-earned assets.

To serve you better, we provide:

  • Fee only investment management
  • Fee only retirement planning
  • We also provide retirement savings programs such as IRAs, 401(k)s, and other ERISA tax advantaged plans.

Call today for a free, 1 hour consultation

1.866.596.9886





Capstone Capital Management located in Prairie du Sac, WI. provides financial and retirement planning and custom investment solutions for Sauk and Dane county residents, including Madison, Middleton, Verona, Fitchburg, Sauk City, Black Earth, Cross Plains, Lodi, Merrimac, Baraboo, Prairie du Sac, Lake Delton and the greater Wisconsin Dells areas.  As specialists in custom financial and investment planning and management we offer services in custom retirement planning, 401k planning and advice, IRAs and IRA rollovers, mutual funds, stocks, bonds and other publicly traded investments. 

Obtaining retirement security requires you to be an active participant in the planning process.  Don't wait for retirement to just happen.  Make your retirement dreams a reality by planning for them now.

Capstone Capital Management has the capability to work with clients who live in any state in the country by offering securities through Brookstone Securities, Inc. and fee only investment advisory services through Brookstone Investment Advisory Services.  We are also able to work with non-US citizens as well.
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Investment advisory services through Brookstone Investment Advisory Services, a SEC Registered Investment Advisor 
Securities offered through Brookstone Securities, Inc., Member FINRA / SIPC 
2920 Dranefield Road,  Lakeland, FL.  33811.  800.582.1934. 

Past performance is no guarantee or assurance of future performance.  Always remember that investing in the securities markets carries the risk of loss of principal.

 

No animals were harmed or tested on in the making of this website.