Company Information

Get to know Capstone Wealth Management Group, LLC

Capstone Wealth Management Group, LLC is an independent wealth management firm that operates on a fee-only basis, ensuring their advice is objective and free from conflicts of interest tied to commissions. As a fiduciary, the company is legally obligated to act in the best interests of its clients. They specialize in creating customized financial plans and investment strategies for individuals, families, and business owners, covering areas such as retirement planning, investment management, estate planning, and tax strategies. Their approach is centered on building long-term partnerships with clients to help them achieve their financial goals.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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Capstone Wealth Management Group, LLC

United States

Founded in

2002 (24 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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FTD LIMITED

(505 reviews)

British Virgin Islands

2017

(9 years)

Security Information :

BVI FSC

Security Information

Warning

This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.