Make no small plans.
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.
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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.
Financial Services Professional
Financial Advisor / Investment Advisor Representative
Special Care Planner & Financial Advisor
Chairman / Founder
Managing Partner Utah
Managing Partner Colorado/Rocky Mountains
Managing Partner California/ Nevada
Brokerage Managing Director
Director of Compliance, Agency Supervisory Officer
Managing Director, Century City
Managing Director, Palm Springs
Director of Business Development, Rocky Mountains
Director of Operations, Rocky Mountains
Chief Operating Officer
Director of Planning & Investment Services
Managing Director, Utah
Managing Director, Las Vegas
Sr. Managing Director, Orange County
Luis AguireKyle AnnasGreg AvallonScott BalboniDavid Bennett Robbie BlauerPhil BlumTodd BurtonJeffrey BushStuart CampbellDave Connelly
Steve DarkTim DentonEduardo DiazKevin DykesShane FoleyJeremiah GoldenetzScott C. GroveJonathan GruberDennis HamiltonKerry Hendrix
Ira HermannManny HernandezVan M. HessJesse IsraelLibia LeSon LeBlake E. MaterewiczAlicia MckiePatrick MenereyAndrew Moore Jr.Andrew L. Moore
David MorganMike RobertsPhil RobertsMatt SchraederRobert SmithThomas ThorkelsonLuke Tomlinson
Bryan AndersenCharlie AndersenJoy AvedesianAndre DuplessisMelissa Edelman-Lang
Frank LoweryHaley GrayLogan KillpackMollie LehmanNacole LightS. Simone Markowitz, JD*
Rachel McQueeneyOleg MetsaevThomas MuellerRandy MurphyLaura Olmedo
Byron RayburnEdward RosenbergHans SeitzDave StatonJohn StoneMary Swenson
Bo Brower Shane Butler Dale Clarke Matthew Creager
Jon Gates Kenny Johnson J.R. JonesSteve Knudson
Maxwell MadsenBrady MurrayScott Primm
Blake ParkinsonJustin Ricks Tyler Stevenson Sterling Widmer
Doug GoldNeilie MacDiarmid
Jonathan MarkosSimon ReyesAlexander Wang
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
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Phone: (661) 864-7426 Fax: (661) 843-7540
150 North Bonnie Ave. Pasadena, CA 91106
Phone: (626) 737-9066 Fax: (626) 593-4894
707 E. Tahquitz Canyon Way, Suite 2 Palm Springs, CA 92262
Phone: (760) 656-8940
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
490 North 31st Street, Suite 118 Billings, MT 59101
Phone: (406) 208-5973
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Phone: (307) 632-9281
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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
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Phone: (801) 989-4380
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Phone: (385) 474-7980 Fax: (385) 474-7983
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Phone: (702) 791-0200 Fax: (702) 791-5121