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Capstone Wealth Partners

We specialize in helping families create a comprehensive college funding plan to maximize financial aid, minimize taxes, and effectively save for retirement at the same time.


CWP is an independent Fee-Only financial planning firm, which means 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.

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