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Contact Us

Please feel free to contact us with any questions.

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Welcome to Capstone Financial Group,
Gold Country Office

We are the Nevada County branch of the Capstone Financial Group, headquartered in Folsom, CA. We offer a wide range of financial products and services to individuals and business owners.

Our desire is to help you understand the opportunities and potential rewards of taking a proactive approach to your personal financial situation. We will help you build a plan based on your goals, personal needs and desires; and we believe you will be better able to make decisions through our tailored, integrous guidance and sound financial information.

Please call or email if you have any questions about our firm or the range of products and services we provide. Our network of partners includes a variety of financial services companies, so if we don't have a product or service, we know local professionals that do!

Dig in to our website for a better understanding of the concepts behind investing, insurance, retirement, estate planning, and wealth preservation.

Financial Advisor                                                                                         

Check the background of these financial professionals on FINRA's BrokerCheck.

Overreacting to market movements or trying to 'time the market' by guessing its future direction can create additional risk that could negatively affect long-term portfolio performance.

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It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.

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A new tiered tax rate on the endowments of wealthy colleges and universities could affect spending on financial aid, research, and other college programs.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck