At Capstone, we have partnered with many clients at different stages of their financial journey.
But, one thing all our clients do have in common is the desire to preserve and grow their wealth, and a recognition of the value and insight a professional team can offer.
Our experienced team in Downers Grove, IL puts you and your family at the center of your plan. After all, you’re more than a client when you work with us. You’re an active participant, able to shape your plans and strategies. We’ll listen closely to you and keep lines of communication open so that we can ensure you stay on track. You can have peace of mind knowing that we’re always working for you.
We have built a unique client base by delivering strong client experiences, and we are honored that the majority of our clients come to us through referral from existing relationships or other professionals who work with us.
Our clients often consist of:
Executives and officers of publicly traded and privately held companies
Self-employed professionals including attorneys, physicians, consultants, and real estate professionals
Successful small business owners
Retired Individuals
Wealth beneficiaries
Invested in your journey
Wherever you are in life – and whatever title you hold – we understand that your goals and needs will shift over time. However, we also realize that no matter where you are, some things will always remain the same: your values, your dedication to your family and an unwavering work ethic. We share these priorities, and we use that common ground to help guide you through your plan and goals.
We serve clients in all stages of life – from the client starting to accumulate their wealth (and beginning to navigate the many questions that come with that success) to couples ready to retire and those settling into retirement and enjoying the fruits of their labors.
Learn more about the people we serve; people who are just like you.
Growing wealth
As you move up the career ladder, you’ll likely find yourself accumulating wealth – and looking for a partner to support you as your wealth grows and your career evolves. Our wealth advisors spend time getting to know you, your goals, and your plans for the future. We understand that you may have questions. We’ll be here to answer each one and provide insight into the steps you should take to build and protect your wealth.
Whether your future includes early retirement, generational wealth, travel, or another exciting path, we’ll be here for you.
Protecting wealth
You’ve worked hard to accumulate your wealth. Now, you want to preserve it so you can enjoy all life has to offer and set your children up for success down the road. We offer comprehensive wealth management services, including evaluating and adjusting your investment strategy as you near retirement or guiding your family to generational wealth. Most importantly, we’re always just a phone call away to answer your questions, address concerns, or adapt plans for any changes (anticipated and unexpected) life brings your way.
Work with us
