Keizer News2017-12-11T20:04:25+00:00

New, Independent Registered Investment Advisor Firm in Salem

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September 01, 2017
NEWS RELEASE

SALEM, ORE., 1 SEPT. 2017—Capstone Wealth Advisors, LLC, recently announced its official transition to a Registered Investment Advisory (RIA) firm. As one of the largest fee-only RIAs in the Salem area, Capstone Wealth Advisors is an independent practice providing both businesses and individual clients personalized advice and services in all areas of investment planning, including: retirement planning, investment tax strategies, estate planning, education funding, risk management, investment asset allocation, and employee and executive benefits.
 
“Capstone Wealth Advisors chose to become a Registered Investment Advisor firm to solidify the objective of serving clients,” says Senior Financial Advisor Ryan Skogstad. “As such, our only loyalty is to our clients and their success. We feel this is what people are looking for in a financial advisor, and we are excited for the opportunity to provide it."
 
The principals of Capstone Wealth AdvisorsRob Norton, Michael Coursey, Ryan Skogstad, Benny Won, and Ron Boucher—are committed to designing financial plans that best meet the individual needs of each of their clients.
 
As a Registered Investment Advisor regulated by the Securities and Exchange Commission (SEC), Capstone Wealth Advisors are Fiduciaries and are legally bound to work in their client’s best interest.  As fee-only advisors, CWA cannot accept commissions from any investment related products or mutual fund companies. Their investment recommendations are based only on the specific goals, needs and risk tolerance of their individual clients.
 
Banks and other wirehouse models are held to a “suitability” standard, which means investments made on behalf of the client must be “suitable” for the client when they are purchased. This does not necessarily take into consideration the costs or risks associated with some investments.
 
“Choosing the right investment advisor is an important decision,” says Skogstad. “You should choose a financial advisor whom you trust, who has a disciplined repeatable process, and who is looking out for your best interests rather than the interest of a large corporation.”
 
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About Capstone Wealth Advisors
Capstone Wealth Advisors (CWA), LLC, is an independent wealth advisory practice headquartered in Salem, Oregon. Owners Rob Norton, CRPC®, Michael Coursey, Ryan Skogstad, Benny Won and Ron Boucher have a combined 100+ years of experience and community commitment. CWA serves the best interests of their clients by providing uncompromised advice on retirement, estate and investment planning, business retirement plans and education funding. For more information, call 503-967-1980 or visit www.capstonewealthadvisors.com
Contact:
Ron Boucher
(503) 967-1980