Capstone Wealth Partners

Capstone Wealth Partners

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We serve families with college-bound students – focusing first on education funding, and then folding in retirement planning and investment management. We also advise on basic tax and estate planning. Rather than dedicate their own time, energy, and money, our clients prefer to delegate to a financial advisor who relies on sound strategies, leverages technology for their convenience, and proactively communicates.

04/28/2026

There are LESS than 100 days left until the Common Application opens, and that means...

It's time to figure out how the heck you're going to pay for college!!

DO NOT wait until the acceptance letters arrive to realize a school is out of financial reach! By then, the financial options are limited, the emotional investment is high, and it will be much harder to have the college money talk with your student.

Now is the time to be proactive rather than reactive by booking your ​College Pre-Approval Session™​. In this session, I will give you the clarity and leverage you need to shop smart.

In this intensive 1-on-1 session with me, you will receive:

📋 Your Personalized College Money Report™: A side-by-side comparison of your top 10 schools, showing exactly what you’ll owe at each.
🏫 A College Cost Reduction Report™: Strategies to lower your out-of-pocket costs and minimize student loan debt.
💻 Lifetime Portal Access: Use our private search tool to calculate net prices and find scholarships at over 3,500 institutions.

In just 90 minutes, I'll give you the answers most parents take 10 hours to find.

I've had so many happy parents say, "I wish I had booked this session sooner," so use the link below to book your session to take the stress out of shopping for schools now.

Don't guess on the biggest purchase of your student's life. Spend 90 minutes with me and walk away with a plan that works for your budget. Click the link in the comments to get started.

04/09/2026

We hear it all the time, "If you get into college, we'll make it work." 😰

Before you sign on the dotted line and commit to one of the BIGGEST investments of your life, you NEED a plan that covers more than just the first semester.

Most families start with a 529, but a truly comprehensive plan goes MUCH DEEPER. We’re breaking down the exact strategies you need to fund all four years—down to the penny.

In this FREE webinar, we’re covering:

📚 The 529 & Beyond: How to best utilize your 529 and which other assets to apply to costs.
💵 Cash Flow Tactics: Identifying what cash flow you have available to offset bills.
🤝 Smart Lending: Understanding exactly what types of loans to use and when to use them.
🌅 The Full Picture: Building a complete plan for all four years before you commit.

Don't go into the college years guessing!

Click the link in our comments to join me and Amber Gilsdorf of Estrela Consulting for this webinar on April 15th at 7 PM ET to learn how to build the perfect strategic payment plan that works for your family — and your wallet.

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Address


6037 Frantz Road, Ste 104
Dublin, OH
43017

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm