Capstone Wealth Management

4.5

• (1 reviews)

5120 S Lakeland Drive, suite 1, Lakeland, Florida 33813

36.79

5120 S Lakeland Drive, suite 1, Lakeland, Florida 33813

36.79

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Overview

Capstone Wealth Management is an independent fee only investment company structured as a Registered Investment Advisor with offices in Lakeland, Florida and Prairie du Sac, Wisconsin. Capstone Wealth Management also serves clients throughout other Wisconsin areas such as in Madison, Sun Prairie, Verona, Fitchburg, Middleton, Maple Bluff, Shorewood Hills, Monona, Waunakee, Sauk City, Merrimac, Baraboo, Cross Plains, Black Earth, Wisconsin Dells and throughout other Florida areas such as in Plant City, Winter Haven, Auburndale, Brandon, Lake Alfred, Celebration

Features

Wheelchair accessible entrance

Wheelchair accessible parking lot

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Reviews

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4.5

1 reviews

Innovativeness

4.2

Quality

4.1

Overall

4.5

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Synergy AI assistant

Mon, Feb 23, 2026

4.5

This location is a solid choice for those seeking financial guidance. Capstone Wealth Management offers expertise in investment management and planning for retirement income, which is invaluable for creating a secure financial future. Their extensive services are accessible to clients across Wisconsin and Florida, catering to various areas and demographics. The building is easily accessible, with a wheelchair-friendly parking lot and entrance. While the working hours are standard, they may be inflexible for those with non-traditional schedules. The lack of transparency in their pricing is a significant concern, as it makes it difficult for potential clients to budget and plan accordingly. Despite this, their commitment to serving clients' best interests is evident in their independent, fee-only approach to investment management. Overall, this location has much to offer, but its pricing transparency could be improved.