Capstone Capital Management, LLC,
Where tax strategy and wealth management meet.
Our Services
Investment Planning - Integrated Asset Allocation and Portfolio Design
Customized Asset Management Programs
Diversification Strategies
Alternative Investments
Tax Planning
Income Tax and Estate Tax Planning
Tax-Advantaged Investing
Charitable Planning
Trust Services
Income Protection and Asset Preservation
Long-Term Care
Disability Protection
Income Replacement
Creditor Protection
Retirement Planning
IRA Rollover and Distribution Planning
Income Projection Analysis
Fixed Income Strategies
Qualified Plan Design and Compliance
Business Planning
Business Succession
Buy-Sell Agreements
Non-Qualified Retirement Plans
Key Employee Retention
Estate Planning
Wealth Transfer and Tax Reduction
Charitable Gifting
Trust Services
Insurance
Life Insurance Analysis and Design
Long-Term Care
Disability Protection
Education Planning
Coverdell Education Savings Accounts
529 College Savings Plans
Uniform Gift to Minors Act
Uniform Transfer to Minors Act Accounts
Special Situations
Divorce
Incapacity and Control of Assets
Debt Management
Creditor Protection
Efficient Credit Management