Focus: Insurance Strategies, Investment Strategies
Capstone Financial is a premier, single-source wealth management firm in Atlanta with the long-standing tradition of delivering financial solutions to our clients through holistic planning. Capstone’s diverse platform allows us the ability to help almost anyone. For some clients, we can be their quarterback; creating and executing full-fledged financial plans in a comprehensive fashion. We are with our clients throughout the entire process, to ensure everything is correctly assembled across their financial landscape, and then continuously keeping them on the right path. Capstone is always available to help our clients make the appropriate changes and modifications as they go through life so they can achieve financial flexibility. Other clients will look to us to advise and guide them through specific parts of their financial world like: asset management, risk management, estate planning, life insurance, retirement planning, and college savings plans.
Capstone has experienced unprecedented growth and now consist of offices in several locations including Macon, Albany, Valdosta, and Miami.
With more than 20 years of experience in the financial services industry, Scott has been recognized numerous times for his success and leadership throughout his career. As the President & CEO, he is continually looking for talented, driven professionals to join in the growth and development of the firm.
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3550 Lenox Road NE Suite 1100
Atlanta, GA 30326