Capstone Financial is an independent financial services firm that specializes in servicing the financial needs of affluent families, individuals, businesses and nonprofit organizations. Our mission at Capstone Financial is to create, preserve and manage the wealth of our clients. We provide comprehensive financial consulting and portfolio management services* that are designed to meet the goals and objectives of our clients. We build lifelong client relationships and friendships based on a foundation of trust and confidence. We are committed to the idea that the single most important purpose in business is to serve the needs of our clients through excellent personal service using the highest level of professionalism and integrity.