Our Mission and Core Values

Offering an advisory relationship built on personal trust and company-wide integrity, JMF Capstone Wealth Management serves as a Registered Investment Advisor providing investment management to individuals, families, businesses, trusts, qualified retirement plans and not-for-profits to pursue long-term financial objectives.

OUR CORE VALUES

• Providing a fiduciary standard of care
• Focusing on your goals
• Establishing consistency through an investment policy statement
• Delivering strategies based on the latest academic research
• Implementing a passive investment approach
• Identifying your ability, willingness and need to take risk
• Proactively pursuing tax management
• Offering institutional level of fixed income investing
• Ensuring open communication
• Fostering education and understanding
• Managing for multiple types of risk
• Incorporating targeted advanced planning