We help families create a comprehensive college funding plan to maximize financial aid, minimize taxes, and effectively save for retirement at the same time. Most financial advisors want to immediate...
We help families create a comprehensive college funding plan to maximize financial aid, minimize taxes, and effectively save for retirement at the same time. Most financial advisors want to immediately talk about managing your investments or sell you insurance. We approach things differently. We begin by talking about what is most important to you – your family – and help you make sure your kids get a great education. Our Capstone Advisors™ work closely with you and your family to craft a well thought out and integrated college, retirement, and investment plan. CWP is an independent Fee-Only Registered Investment Adviser (RIA). We are only compensated in one way – directly by our clients. In order to avoid all conflicts of interest, we accept no commissions and have no affiliation with any bank, brokerage, wirehouse, investment firm, or insurance company.