Inflation and Your Portfolio
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod…
With our proven planning process and CERTIFIED FINANCIAL PLANNER™ expertise, we transform your retirement dreams into reality.
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus.
Roxanne Theodoropoulos, a dedicated financial advisor boasting both CERTIFIED FINANCIAL PLANNER™ and Certified Wealth Strategist ® designations, has brought clarity and guidance to thousands of clients since 2007, steering them with expert knowledge on their financial journey towards a secure and fulfilling retirement.
Lorem ipsum dolor sit amet consectetur.
Lorem ipsum dolor sit amet consectetur.
At CapstoneWealth, our purpose is to enlighten, streamline, and fortify your retirement decisions to ensure a financially stable future.
At CapstoneWealth, we understand you want to enjoy your money freely, but without a clear spending plan, you might feel anxious and unsure. We believe you should have a plan that lets you spend confidently and without guilt. We know retirement brings uncertainty, like inflation, taxes, and stock market fluctuations. That’s why we’ll provide a financial plan to give you the security you need. With nearly two decades of experience helping thousands of retirees, we will guide you to the worry-free and enjoyable retirement that you truly deserve.
We get a clear picture of where you are at, what is most important to you and where you want to go.
We create a detailed plan aligning all financial aspects, eliminating any potential blind spots, offering guidance and knowledge for confident decision-making now and into the future.
We take action so you can focus on what matters most.
These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, “Test Your Investing IQ.”
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim.
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.
From retiring early to funding a college education to fueling your passion for philanthropy, our client-focused resources can help.
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod…
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod…
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod…
With our proven planning process and CERTIFIED FINANCIAL PLANNER™ expertise, we transform your retirement dreams into reality.
© 2024 Capstone Wealth • All Rights Reserved