Effective Date: 07-07-2026
Welcome to Capstone Wealth Management Group. By accessing or using this website, you agree to the following Terms & Conditions. If you do not agree with these terms, please discontinue use of this website.
This website is provided for general informational purposes only. The content on this website is intended to help visitors learn more about Capstone Wealth Management Group, our planning philosophy, our services, and our private client experience.
You agree to use this website only for lawful purposes and in a way that does not interfere with the security, availability, or performance of the website.
The information provided on this website is not intended to be, and should not be relied upon as, financial, tax, legal, accounting, investment, or estate planning advice.
Any planning concepts, strategies, articles, resources, or service descriptions are provided for general educational purposes only. Your personal financial situation is unique, and you should consult with a qualified advisor before making financial, tax, investment, retirement, or estate planning decisions.
Your use of this website does not create an advisor-client, CPA-client, fiduciary, or professional relationship with Capstone Wealth Management Group or any member of our team.
A professional relationship is established only through a signed client agreement and completion of all required onboarding, compliance, and regulatory documentation.
We make reasonable efforts to keep the information on this website accurate and current. However, we do not guarantee that all content is complete, accurate, updated, or free from errors.
Capstone Wealth Management Group reserves the right to update, modify, or remove website content at any time without prior notice.
All investments involve risk, including the possible loss of principal. Past performance is not a guarantee of future results. Any references to investment strategy, portfolio planning, tax efficiency, retirement planning, or wealth preservation are not guarantees of any specific financial outcome.
Market conditions, tax laws, regulatory requirements, and individual circumstances may change over time and may impact planning recommendations.
This website may contain links to third-party websites or external resources. These links are provided for convenience only.
Capstone Wealth Management Group does not control, endorse, or assume responsibility for the content, accuracy, privacy practices, or security of any third-party website.
All website content, including text, graphics, images, layouts, logos, design elements, and other materials, is owned by or licensed to Capstone Wealth Management Group unless otherwise stated.
You may not copy, reproduce, distribute, modify, or use any content from this website for commercial purposes without prior written permission.
If you submit information through a contact form or consultation request form, you agree that the information you provide is accurate and submitted voluntarily.
Please do not submit sensitive personal, financial, tax, investment, account, or confidential information through the website contact form. Submitting a form does not guarantee a response or create a professional relationship.
To the fullest extent permitted by law, Capstone Wealth Management Group and its team members shall not be liable for any direct, indirect, incidental, consequential, or special damages arising from your use of this website or reliance on any website content.
Your use of this website is at your own risk.
We do not guarantee that this website will always be available, uninterrupted, secure, or error-free. We may suspend, modify, or discontinue any portion of the website at any time.
Your use of this website is also governed by our Privacy Policy, which explains how we may collect, use, and protect information submitted through this website.
Capstone Wealth Management Group may update these Terms & Conditions from time to time. Any updates will be posted on this page with a revised effective date.
Continued use of the website after changes are posted means you accept the updated terms.
If you have any questions about these Terms & Conditions, please contact us:
Capstone Wealth Management Group
Address: 322 State Route 35 Ste 320, Red Bank NJ 07701
Phone: 908.770.4393
Email: alfonsos@capstonefingroup.com
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