helping you navigate today's financial challenges

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.