Wealth CAPS was founded in 2012 on the principle of helping clients work towards their financial goals and help preserve their wealth. Our focus is conservative strategies for people nearing retirement and those currently retired. Our office is staffed with skilled professionals to assist in your financial planning from start to finish and assure the process goes as smoothly as possible.
(844) MY-FIXER (693-4937)
We believe trust is the foundation of any relationship and this is especially true for the relationships we build with our clients. The designation comes with extensive training in financial planning, estate planning, insurance, investments, taxes, employee benefits and retirement planning, as well as in CFP Board’s Standards of Professional Conduct, which are rigorously enforced. We want you to be in the driver’s seat and make informed decisions regarding your retirement strategy. This is why, once you have decided to work with us, we give you many options to choose from for YOU to manage your retirement plan the way you want it.
I am in this business for the sole purpose of helping my clients work towards their financial goals. Nothing makes me happier than when clients come to me. We are taught throughout our lives to look out for #1. Well, my #1 are my clients and only when you are successful and happy can I be successful and happy. As an Investment Adviser Representative, I operate under the fiduciary standard. This means any advice you receive from me is with your best interest in mind.Justin Struble, CFP®
To find out more about Wealth CAPS please read through this website, sign up for our Newsletter, and call to schedule your no obligation appointment. You can also purchase my book “Creating Your Retirement Vault” to learn more about different types of investments and why they are used.