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“Pinnacle” Services
“Our Perspective of Personalized Wealth Management”
At Capstone Wealth Advisors, our “Pinnacle” services exemplify our client focused approach to successful wealth management. These include:
Tax Reduction Planning
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Comprehensive review of your tax return to highlight opportunities for maximizing tax reduction strategies.
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Ongoing review of your tax situation and planning.
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Consultation with your tax preparer
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Recommendations of tax solutions including tax advantaged investments.
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Staying up-to-date on tax law changes that can effect your situation.
Family Wealth Planning
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Analysis of your current estate plan and concerns.
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Consultation with your attorney.
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Analysis of estate tax planning opportunities.
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Providing guidance in the event of the death of a loved one.
Retirement Planning
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Analysis of your income needs now and in the future.
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Analysis and recommendations of how to fund your retirement income needs.
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Analysis and recommendations regarding distribution options.
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Analysis and recommendations of beneficiary designations.
Protection/Risk Management
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Review and assess current insurance coverage.
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Ongoing review and recommendations for optimal and cost-effective risk management coverage
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Analysis and recommendations of asset protection opportunities.
Investments
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Comprehensive review and analysis of current portfolio.
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Initial and ongoing recommendations regarding portfolio design.
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On-line access to your account(s).
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Periodic meetings with you to review and update your financial goals; evaluate performance and reallocate as agreed upon by you.
Client Services and Communications
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Quarterly newsletter.
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Independent, objective advice.
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Website reports on a variety of financial and other important topics.
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Regularly scheduled meetings throughout the year.
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Special “pinnacle” service events, including client appreciation events, throughout the year.
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