Capstone Advisory Group

Your Dreams, Our Insight Capstone Advisory Group, Inc.'s mission is to provide integrated wealth management services with a focus on investment services, tax, consulting and estate planning for our clients through a team approach. We strive to bring you the right financial advisor at the right time to help you achieve your goals and dreams.

AFFILIATION DISCLOSURE: Securities for Capstone Wealth Management Group, LLC, are offered through Pacific West Securities, Inc. (PWS) Member FINRA/SIPC. Advisory Services are offered through Capstone Wealth Management Group LLC, A Registered Investment Advisor. Kevin Serrapede, Loren Gard, Lance Brant and Mike Conrads are all licensed to offer securities through PWS. The strategic alliance with each entity and individual is an effort to provide efficient services to our common customers as a group of professionals. We do not share information without express permission of our customer. The services rendered in any given capacity are through the individual license held by that individual and not any entity listed above.