CapstoneWealth, led by CERTIFIED FINANCIAL PLANNER™ Roxanne Theodoropoulos, offers expert and ethical financial guidance with a focus on retirement planning. The firm is committed to delivering reliable and comprehensive wealth management services.

Serving The Village's community, CapstoneWealth understands the unique needs of retirees. The firm helps clients develop effective portfolio drawdown strategies to ensure financial security and peace of mind throughout retirement.