Focus: Insurance Strategies, Investment Strategies
Capstone Financial is a premier, single-source wealth management firm in Atlanta with the long-standing tradition of delivering financial solutions to our clients through holistic planning. Capstone’s diverse platform allows us the ability to help almost anyone. For some clients, we can be their quarterback; creating and executing full-fledged financial plans in a comprehensive fashion. We are with our clients throughout the entire process, to ensure everything is correctly assembled across their financial landscape, and then continuously keeping them on the right path. Capstone is always available to help our clients make the appropriate changes and modifications as they go through life so they can achieve financial flexibility. Other clients will look to us to advise and guide them through specific parts of their financial world like: asset management, risk management, estate planning, life insurance, retirement planning, and college savings plans.
Capstone has experienced unprecedented growth and now consist of offices in several locations including Macon, Albany, Valdosta, and Miami.
With more than 20 years of experience in the financial services industry, Scott has been recognized numerous times for his success and leadership throughout his career. As the President & CEO, he is continually looking for talented, driven professionals to join in the growth and development of the firm.
Check the background of this investment professional on FINRA’s BrokerCheck
By submitting this request, I agree to receive phone calls using automated technology from MassMutual, its financial professionals, affiliates or vendors on its behalf regarding MassMutual products and services, at the phone number(s) above, even if it is for a wireless phone. I understand I can contact a local financial professional directly to make a purchase without consenting to receive calls from MassMutual.
3550 Lenox Road NE Suite 1100
Atlanta, GA 30326