Capstone Wealth Management is an independent, fee-only Registered Investment Advisor with offices in Prairie du Sac, Wisconsin, and Lakeland, Florida. The firm offers personalized financial planning and investment management services, emphasizing a client-first philosophy. Their approach includes active, multi-strategy investment programs and comprehensive services such as retirement, estate, and charitable planning. Capstone distinguishes itself by employing systematic, risk-managed strategies and maintaining a fiduciary commitment to act in clients’ best interests. They provide tools like real-time financial planning portals and encrypted document vaults to support clients’ financial goals. The team, including professionals like Chris Kline and Jonathan Stump, focuses on delivering transparent, client-centered advice. Capstone also offers a complimentary “Get Acquainted” meeting to prospective clients.