Capstone Wealth Management is an independent fee-only investment company operating as a Registered Investment Advisor with locations in Lakeland, Florida, and Prairie du Sac, Wisconsin. Serving clients across various Wisconsin areas including Madison, Sun Prairie, and Verona, as well as in Florida areas such as Plant City and Winter Haven.
The firm caters to a diverse clientele in locations like Fitchburg, Middleton, and Wisconsin Dells, offering comprehensive wealth management services. With a presence in multiple cities, Capstone Wealth Management provides financial guidance to individuals in Sauk City, Baraboo, and other regions, ensuring personalized investment strategies.
Generated from their website's infomation