Wealth is another name for<em> freedom.</em>

Wealth is another name for freedom.

And freedom demands a plan.

You choose a life beyond the ordinary. You want to achieve more, and live a richer, more fulfilling life.

At Capstone Partners, we provide holistic wealth and risk management services to craft a financial plan that can help you realize your vision.

  • What does a fulfilling life mean to you?

    Your financial strategy is about a lot more than wealth. It’s about pushing yourself further and aiming above the mark. Testing the limits of your vision. That’s why we take the time to get to know who you are. To identify your true ambitions, your worries, and your current reality. This way your plan delivers more than returns.

  • Does your plan think as big as you do?

    We create a strategy from the ground up with the same freedom and independence that you want out of it. No proprietary products or conflicts of interest means we only consider what’s best for you. Alongside you, we design a plan of action that challenges you to arrive at the tomorrow you want, so you have the peace of mind to enjoy the now. 

  • Who’s holding you accountable to your vision?

    A unique and holistic financial plan takes a roster of professionals. We assemble a team of industry-leading pros based on your needs to coach and push you to execute on your ambitions. Our deep bench of talent will ensure you feel equipped for, and in complete control of your financial life.

The <br />Dynamo.

The
Dynamo.

 
You're busy building a life.

 
You want to be sure you’re maximizing your potential and planning for a future that affords you the life you dreamed of. We can build a plan that not only helps to grow equity for you and your family, but also helps to protect them from the unexpected.

The<br /><em>Leader.</em>

The
Leader.

 
It could be time to ask yourself what you want next out of life. 

 
What your legacy will be, and who you are building it for. We will craft a plan of action to help preserve and maximize your lifestyle through retirement, and to protect your family.

The <br /><em>Luminary.</em>

The
Luminary.


You've realized your vision.

 
Now you want to direct the wealth you’ve amassed to do great things. We will assemble a team dedicated to maximizing what you’ve built and continuing your legacy. With savvy investments, estate planning, tax strategies, and philanthropy, you can truly build something that inspires.

We share your <em>vision</em>.

We share your vision.

In order to challenge you to get more from life, we first challenge ourselves.

Together,
good people make
a great team.

EXECUTIVE TEAM

Andrew  Moore

Andrew L. Moore

Chairman / Founder

Brady Murray, CFP®

Brady Murray, CFP®

Managing Partner Utah

Joy Avedesian

Joy Avedesian

Managing Partner Colorado/Rocky Mountains

Scott   Grove,  LUTCF®, CLTC

Scott C. Grove

Managing Partner California/ Nevada

Van   M. Hess

Van M. Hess

Managing Partner California/ Nevada

PROFESSIONAL DEVELOPMENT TEAM

Mary Swenson

Mary Swenson

Managing Director Rocky Mountains

Shane  Butler

Shane Butler

Senior Managing Director Utah

Simon  Reyes, CLF

Simon Reyes, CLF

Managing Director Las Vegas

Tim  Denton

Tim Denton

Managing Director Orange County

Don&#8217;t Leave Your Heirs Money&#160;Without a Purpose

Don’t Leave Your Heirs Money Without a Purpose

Learn more
Are You Over Saving and Under Living?

Are You Over Saving and Under Living?

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How To Build A Moat Around Your Financial Castle

How To Build A Moat Around Your Financial Castle

Learn more
California

California

Newport Beach

4695 MacArthur Court Suite 1000
Newport Beach, CA 92660

Office: (949) 660-1717
Fax: (949) 660-1991

Mon-Fri: 8:30 AM - 5:00 PM
Sat-Sun: By Appointment

Century City

1888 Century Park East Suite 150
Los Angeles, CA 90067

Phone: (310) 407-2800
Fax: (310) 284-6632

Mon-Fri: 8:30 AM - 5:00 PM
Sat-Sun: By Appointment

Bakersfield

5001 California Ave Suite 105
Bakersfield, CA 93309

Phone: (661) 864-7426
Fax: (661) 843-7540

Mon-Fri: 8:30 AM - 5:00 PM
Sat-Sun: By Appointment

Pasadena

150 North Bonnie Ave.
Pasadena, CA 91106

Phone: 626-737-9066
Fax: 626-593-4894

Mon-Fri: 8:30 AM - 5:00 PM
Sat-Sun: By Appointment

Palm Springs

500 South Palm Canyon Dr, Suite 317
Palm Springs, CA 92264

Phone: 760-833-3193

Mon-Fri: 9:00 AM - 5:00 PM
Sat-Sun: By Appointment

707 E. Tahquitz Canyon Way, Suite 2
Palm Springs, CA 92262

Phone: 760-656-8940

Newport Beach

Century City

Bakersfield

Pasadena

Palm Springs

Rocky Mountains

Rocky Mountains

Billings

490 NORTH 31ST STREET, SUITE 118
Billings, MT 59101

Phone: (406) 208-5973




Cheyenne

1810 CAREY AVENUE
Cheyenne, WY 82001

Phone: (307) 632-9281

Mon-Fri: 9:00 AM - 5:00 PM
Sat-Sun: By Appointment

Colorado

Montana

Wyoming

Utah

Utah

Lehi

2901 West, Bluegrass Blvd, Suite 320
Lehi, UT 84043

Phone: (801) 943-6277
Fax: (801) 733-9565

Mon-Fri: 8:30 AM - 5:00 PM
Sat-Sun: By Appointment

St. George

2617 E 3330 S
St George, UT 84790

Phone: (435) 313-7810

Mon-Fri: 8:30 AM - 5:00 PM
Sat-Sun: By Appointment

Logan

3125 North Main St., Suite 102
North Logan, UT 84321

Phone: (435) 787-4581

Mon-Fri: 8:30 AM - 5:00 PM
Sat-Sun: By Appointment

Clearfield

1436 S Legend Hills Dr, Suite 324
Clearfield, UT 84015

Phone: (801) 989-4380

Mon-Fri: 8:30 AM - 5:00 PM
Sat-Sun: By Appointment

Murray

74 E Winchester St, Suite 140
Murray, UT 84107

Phone: (385) 474-7980
Fax: (385) 474-7983

Mon-Fri: 8:30 AM - 5:00 PM
Sat-Sun: By Appointment

Lehi

St. George

Logan

Clearfield

Murray

Nevada

Nevada

Las Vegas

1980 Festival Plaza Dr. Suite 670
Las Vegas, NV 89135

Phone: (702) 791-0200
Fax: (702) 791-5121

Mon-Fri: 8:30 AM - 5:00 PM
Sat-Sun: By Appointment

Las Vegas