Facts and Figures

  • Formed in 2016 thru joint venture of Capstone Wealth Management, LLC (established in 2003) and Citrin Cooperman Wealth Management, LLC (established 1997).
  • Independent, Fee Based Investment Management.
  • Expertise in Investments, Insurance, Estate Planning, Retirement and Financial Planning.
  • Affiliated with the accounting firm Citrin Cooperman, which was formed in 1979 and has over 170 tax partners, 750 employees and $200 Million in annual revenue.
  • $2 Billion of Assets Under Advisement within Citrin Cooperman affiliated registered investment advisors.
  • Recognized in January 2016 as one of the Top 10 Advisors in New York City (Advisory HQ).
  • Ranked 72nd in Financial Planning Magazine’s list of the nation’s Top Registered Investment Advisors (2015).
  • Headquarters in New York City with additional offices in Philadelphia PA, White Plains NY, Livingston NJ, Norwalk CT, Bethesda MD, Plainview NY, Braintree MA, and Providence RI.