Wealth Advisory and CFC Services
Where Complexity Becomes Confidence
Managing personal wealth is about ensuring your family, life, and legacy are supported with intention. That’s why here at Capstone Accounting & Tax, we take a holistic approach to financial well-being, helping you align your tax, estate and financial strategies.
Whether planning for retirement, navigating generational wealth, or looking to simplify a complex financial picture, our wealth advisory services are built around you.
Coordinated Financial Care
Coordinated Financial Care (CFC) is the foundation of our approach. It’s both an enhanced, integrated service model and philosophy that brings more strategy, clarity, and alignment to every aspect of your financial life–from tax to wealth and estate planning.
Why this approach? Because your financial life is interconnected. Thanks to CFC, your advisor isn’t working in a silo. Instead, you’ll benefit from a:
- Philosophy that drives holistic care
- Internal process designed for thoughtful collaboration across team members and outside networks
- Platform for partnerships that connects you with trusted legal, insurance, and other financial professionals
- Relationship-based foundation instead of a transactional one
With Capstone CFC, you’re not just reacting to market changes or checking boxes during tax season. You’re building a future, one that’s intentionally planned and holistically supported.
The Integrated Services We Offer
While we don’t directly offer wealth management, we do coordinate with seasoned professionals to ensure your financial strategies are cohesive and tax-smart.
Wealth Advisory
Build and protect your legacy with planning that considers every facet of your life, from investments and major purchases to retirement and philanthropic goals.
Benefits:
- Confidence through personalized, long-term planning
- Greater alignment between goals and outcomes
- Consolidated oversight of complex assets
Tax-Informed Financial Planning
Keep more of what you earn and avoid costly surprises when it comes time to file taxes. Our financial consulting assistance is informed by your unique situation, ensuring every move is intentional.
Benefits:
- Minimize your tax liability across life stages
- Better decision-making, thanks to integrated strategies
- Year-round awareness, not just seasonal tax prep
Estate Planning Support
We work alongside your estate attorneys and other financial advisors to help you structure wealth transfers, ensuring your assets are protected and your wishes respected.
Benefits:
- Peace of mind for your family’s future
- Clear action plans for trusts, wills, and gifting
- Coordinated advice with advisors, estate attorneys, legacy planning teams, and insurance professionals
Retirement Planning
Whether retirement is still decades away or right around the corner, our CFC services can help you plan for both flexibility and financial freedom.
Benefits:
- Clarity around timelines
- Confidence in your long-term security
- Integration with existing investments and tax strategies
Succession Planning
Own a business? We’ll help keep it in trusted hands. Whether transitioning leadership, ownership, or both, work with us to do it on your terms and timeline.
Benefits:
- Avoid business disruption
- Align financial, tax, and estate considerations
- Legacy protection and peace of mind
Charitable Giving
Maximize the impact of your charitable efforts and donations with thoughtful strategies aligned with your values.
Benefits:
- Tax advantages
- Solidifying long-term philanthropic plans
- Integration into financial and estate strategies
Ongoing Advisory
We’re here to help you build a plan and then adapt and optimize it as life happens. You can expect timely updates, regular touchpoints, and proactive conversations.
Benefits:
- More control over your financial health
- Flexibility as life evolves
- A relationship built on trust that grows with you
Is CFC Right for You?
Our Coordinated Financial Care supports individuals and families with complex financial lives, from multiple income streams to planning for a generational transfer of wealth. If you value coordinated guidance, long-term vision and trusted, long-term professional relationship, our wealth advisory and CFC services may be the right fit for you.
Why Us for Wealth Advisory?
- Coordinated Financial Care (CFC): We bring the right people to the table, from wealth management consultants and estate attorneys to insurance experts, for guidance that’s truly aligned.
- Tax-smart: Every financial decision has a tax implication. That’s why tax strategies are central to our approach.
- Personalized guidance: Instead of the cookie-cutter advice you’ll get at other wealth management companies, you’ll work with a team that knows your name, goals, and values. Our relationships are built on tailored attention and understanding, not transactions.
Individuals
Let’s Connect
Bring coordination, clarity, and confidence to your financial life.
What to Expect
Consultation
During a discovery meeting, we’ll get to know you, what matters most, and your financial picture.
Customized Roadmap
We’ll then create a strategic plan of action based on your tax position and long-term goals.
Coordination
We’ll identify where experts in our network (such as investment advisors) are needed and connect with them to bridge any gaps.
Ongoing Reviews
You’ll have regular check-ins and access to expert support whenever new opportunities arise or life shifts.
Wealth Management FAQs
How much do wealth advisory services cost?
Do I need to have an investment advisor already?
What’s CFC in a nutshell?
The Impact of Having the Right Team
We could tell you how trusted, responsive, and strategic we are, but we’d rather let our clients speak for themselves.
Connect With Your Local Capstone Office
Our small business tax and accounting firm combines deep market expertise with a hometown feel, wherever you are. Visit us at one of our twelve conveniently located Capstone locations or ask about the virtual services we offer.
Oregon
Washington
Idaho
Colorado
Helpful Resources
Careers at Capstone
Looking for meaningful work opportunities in collaborative environments? Join a firm where people come first and where potential is valued. Browse our available positions today.
Partner With Us
We’re actively growing and always looking for like-minded firms to welcome into the Capstone Accounting & Tax family. If you’re looking for a succession solution that protects your team and legacy, let’s connect.
A Secure Process Built Around You
Working with our credentialed experts begins with a simple inquiry. After completing a short online form, we typically send a secure request to upload your prior two years of tax returns and relevant documentation. This information gives our professionals the context needed for productive planning sessions or accurate return preparation. From there, we provide a detailed scope of work and clearly outline next steps.
From your first upload to your final deliverable, we make every step of the process efficient, structured, and tailored to your needs.
The Capstone Ledger
We write the way we work: helpful, clear and grounded in real-life expertise. Check out our blog for financial insights, business advice, and tax tips that are jargon-free.
Day-to-day support.
Big-picture thinking.
Whether running a business, looking for integrated tax and wealth planning, or considering what’s next, Capstone Accounting & Tax is here to help you move forward with confidence. Let’s start a conversation that leads to real results.
