Capstone Wealth Advisors

Today, we celebrate the hard work, dedication and perseverance that shape our lives in meaningful ways every day.

Wishing you a relaxing and well-earned Labor Day!

Happy Labor Day! 💙🛠️

Today, we celebrate everyone for their hard work and contributions throughout the year.

Our office will be closed today, Monday, September 7th, and will resume normal business hours tomorrow.

We hope you enjoy a well-deserved day of rest and relaxation!

It's time to celebrate 🎉

Please join us in wishing Acéa-Lyn a very Happy Birthday!

We hope you have a wonderful birthday and a day filled with joy and celebration. 💙

As life changes, so should your financial strategy.

An annual financial review is an opportunity to assess your progress, revisit your goals, and make adjustments that can help keep you on track. Whether you've experienced a career change, welcomed a new family member, adjusted your spending habits, or are preparing for retirement, taking time to review your financial picture can help you make more informed decisions moving forward.

Learn why an annual financial review may be one of the most important conversations you have this year. ⬇️

https://bit.ly/4643wkn

As we head into fall, it's a great time to reset, refocus, and make sure your financial goals are aligned with what matters most!

Whether you're planning for a major milestone, building savings, or preparing for retirement, having a clear plan can help turn goals into action.

Learn more about creating and achieving your financial goals in this helpful article: https://bit.ly/45TpVkt

🌟 Meet the Team: Acéa-Lyn Stanley🌟

Today, we're introducing Acéa-Lyn, our Executive Assistant!

As the first person to greet you when you visit our office, she helps set the tone for the exceptional service our clients have come to expect. She plays an important role in supporting our advisors and ensuring everything runs smoothly behind the scenes. Her attention to detail, positive attitude, and dedication to our team make her a valued part of the Capstone family. 💙

Curious to know more about Acéa-Lyn? Read on!

🔵From: Springfield, Ohio
⚪Looking forward to: building relationships with our clients and becoming someone the advisors and clients can rely on
🔵Favorite Restaurant: Casa del Sabor
⚪Favorite Weekend Activity: Spending time with my family
🔵Dream Destination: The Maldives
⚪Fun Fact: I have my own photography business!

We're thankful for her dedication and the positive impact she makes on both our clients and team each day!

🌟 Meet the Team: Ruby Chamberlin 🌟

We're thrilled to have Ruby join our team as an Executive Assistant! Ruby plays an important role in administrative processes and supporting our advisors behind the scenes. Her willingness to learn, positive attitude, and thoughtful approach to helping others make her a wonderful addition to our team.

Take a moment to get to know Ruby!

🔵From: Leipsic, Ohio
⚪Looking forward to: Learning more about the industry and getting to know how I can best help everyone given my supporting role
🔵Favorite Food: Grilled Cheese
⚪Favorite Weekend Activity: When I'm not spending time playing with my son, I like to sew, thrift, walk, and enjoy a good cup of coffee!
🔵Dream Destination: Alaska in the spring/summer
⚪Fun Fact: I'm forklift certified
🔵Bucket list item: See the northern lights

We look forward to all the great things she'll accomplish as she continues to grow in her role.

🌟 Meet the Team: Arleen Shrestha 🌟

We're excited to spotlight Arleen, our Financial Planning Assistant at Capstone Wealth Advisors!

Arleen works closely with our advisors to support the financial planning process and help create a positive experience for our clients. Her hard work, organization, and friendly attitude make her a valuable member of our team.

Let’s get to know Arleen a little better!

🔵From: Kathmandu, Nepal
⚪Looking Forward to: Learning from the team, expanding my financial planning knowledge, working collaboratively with both team and clients, and continuing to strengthen my communication skills
🔵Favorite Weekend Activity: Camping/hiking and shopping!!!
⚪Dream Destination: Greece and Bora Bora
🔵Fun Fact: I'm someone who likes to have detailed plans but also enjoys spontaneous adventures
⚪Bucket List: Take a solo trip to Japan!

Thank you, Arleen, for all you do to support our clients and contribute to our team's success!

The markets rallied today and experienced solid gains. provides their thoughts on today’s market upturn in After the Close.

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