CAPSTONE WEALTH

This couple initially came to Capstone for advice on how to invest the proceeds of the sale of their business in a way that would enable them to achieve their financial goals. Capstone started a discussion on ways to increase the value of the business prior to selling it. Over the next three years, this couple worked hard to increase the value of their company. Consultants helped them expand their customer base, update their computerized inventory system, increase their online sales, and strengthen their management team. Taking a team approach to advance planning, Capstone's financial professionals worked closely with the couple's CPA. The wife focused primarily on working with the team of advisors, while her husband continued to run the business... When you decide to work with Capstone, we will serve you under an oath of fiduciary responsibility. As your fiduciary, we will always put your interests first whenever we provide information and recommendations... Serve as architect of..

Also known as: Capstone, Capstone Wealth Management

Primary location: Billings United States