Make no small plans.
You choose a life beyond the ordinary. You want to achieve more, and live a richer, more fulfilling life.
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.
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.
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.
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.
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.
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.
In order to challenge you to get more from life, we first challenge ourselves.
We push ourselves to be as extraordinary as you are. This means we attract the best talent in the business. Even fewer than 2% of the financial representatives we consider become a part of Capstone Partners.
Looking for a career challenge? Get in touch about becoming a part of Capstone Partners.
Together we’re a team. Each professional on your team brings a unique set of skills and expertise, precisely chosen to give you the best possible experience and results.
We love what we do. And we’re driven to be the best at it, for you and for ourselves.
We share a unique partnership with our professionals. We give them the freedom to be entrepreneurial and independent, and then empower them with all the resources they need to execute effectively, and in your best interest.
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Chairman / Founder
Managing Partner Utah
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Managing Partner California/ Nevada
PROFESSIONAL DEVELOPMENT TEAM
Managing Director Century City
Senior Managing Director Utah
Managing Director Las Vegas
Managing Director Orange County
Kyle Annas Greg Avallon Anthony Beltran Robbie Blauer Phil Blum Stuart Campbell
Joseph Christian Dave Connelly Tim Denton Kevin Dykes Jeremiah Goldenetz Scott C. Grove
Van M. Hess Ivan M. Illan Jesse Israel Patrick Menerey Andrew L. Moore Michael Nguyen
Sean Parry Phil Roberts Chase Skistimas Jeremiah Williamson
Bryan Andersen Joy Avedesian
Bo Brower Shane Butler Dale Clarke Matthew CreagerJon Gates
Mitchell Henderson David Hernandez Kenny Johnson J.R. JonesJordan Jones
Steven Knudson Eric Madsen Maxwell Madsen Scott Mathewson Brady Murray
Cody Ricketts Justin Ricks Tyler Stevenson Sterling Widmer
Doug Gold Joseph M. Kloeckner
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
1888 Century Park East Suite 150 Los Angeles, CA 90067
Phone: (310) 407-2800 Fax: (310) 284-6632
5001 California Ave Suite 105 Bakersfield, CA 93309
Phone: (661) 864-7426 Fax: (661) 843-7540
299 N Euclid Ave Suite 530 Pasadena, CA 91101
Phone: 626-737-7145 Fax: 626-593-4894
490 NORTH 31ST STREET, SUITE 118 Billings, MT 59101
Phone: (406) 208-5973
1810 CAREY AVENUE Cheyenne, WY 82001
Phone: (307) 632-9281
Mon-Fri: 9:00 AM - 5:00 PM Sat-Sun: By Appointment
2901 West, Bluegrass Blvd, Suite 320 Lehi, UT 84043
Phone: (801) 943-6277 Fax: (801) 733-9565
2617 E 3330 S St George, UT 84790
Phone: (435) 313-7810
3125 North Main St., Suite 102 North Logan, UT 84321
Phone: (435) 787-4581
1436 S Legend Hills Dr, Suite 324 Clearfield, UT 84015
Phone: (801) 989-4380
74 E Winchester St, Suite 140 Murray, UT 84107
Phone: (385) 474-7980 Fax: (385) 474-7983
1980 Festival Plaza Dr. Suite 670 Las Vegas, NV 89135
Phone: (702) 791-0200 Fax: (702) 791-5121