What We Do.
Learn more about what Capstone specializes in to help you.
Learn more about what Capstone specializes in to help you.
At Capstone, the future of your employees is in good hands. By partnering with plan fiduciaries to identify and implement the right retirement plan for your organization, we create outcomes that will make a difference down the line. Our services include plan benchmarking, service provider analysis and selection, investment due diligence, fiduciary oversight, and education programs for plan sponsors and participants — to name just a few. And since no two companies are alike, neither is our tailored approach, designed to help you minimize fiduciary liabilities, reduce fees, and advance retirement prospects for plan participants.
In today’s remote-first environment, employees don’t just want a more expansive, innovative offering — they expect it. And at Capstone, we’re here to help you deliver. Not only will we partner with you to design the best benefits package possible, but we’ll also support you as the needs of your organization inevitably evolve along the way.
HR Technology: Leveraging technology is the key to creating a seamless enrollment experience for your employees. Whether it’s executed through your payroll provider, an HR Platform, or a PEO, we can help guide you through this nuanced process with ease and insight.
For us, wealth management is personal. That’s why we provide a multi-layered, holistic approach to Wealth Management that’s designed to build a strong foundation for fiscal success. When you’re ready to get started, our experienced team will work with you to take stock of your current financial situation and plans for the future. Other factors at play are your risk tolerance and any upcoming spending needs — from healthcare to wellness, entertainment, and family milestones. The goal? To not only grow your wealth, but protect it for the long term so you can actually enjoy your retirement when that day finally comes.
With this roadmap as a guide, Capstone’s licensed advisors will develop an Investment Policy Statement (IPS), which explains the objectives as well as the “rules” for maintaining the account to ensure everyone is on the same page. The next step? Creating an investment allocation plan governed by policy that matches your distinct needs. At the end of the day, a well-structured IPS (as we like to call it) establishes a clear picture of how your wealth is actually invested.
Ongoing Investment Oversight: Even in a market that’s constantly changing, Capstone stays one step ahead. The truth is, investment options that were once strong performers can fall out of favor when market conditions evolve quickly — sometimes seemingly overnight. Luckily, our active oversight grants us the flexibility to be nimble and update your investment allocation as needed.
Above all, we recognize that everyone’s financial situation is as unique as they are themselves. For that reason, our goal is to become experts on all of your distinct wealth needs so we can intelligently manage your investment returns while accounting for potential financial liabilities — both in the short and long term.
Chris is the Managing Director for Corporate Benefits at Capstone. Chris is primarily focused on client engagement, retention and building out strategic partnerships for the firm. As an expert in the employee benefits industry, Chris brings more than a decade worth of experience. Prior to joining Capstone, he worked for NFP on their Business Development Team as a Senior Advisor.
He is a graduate of The Catholic University of America, and currently resides in Washington, D.C with his wife Caitlyn, and their two sons Jack and William. In his free time, whenever he has it, he enjoys his Peloton, Running and Golf.
Joshua Monk joined Capstone Retirement Group in 2015 as Director of Wealth Management. He also serves as a Senior Financial Advisor, Portfolio Manager, and Education Specialist. he earned is Master’s Degree in Business Administration and Finance from Oklahoma City University in 2006. Since that time, Josh has worked in the financial services industry as a Financial Advisor in Private Wealth Management and a Consultant to Financial Advisors on an institutional level.
Prior to joining Capstone Retirement Group, Josh served as a Financial Advisor at Merrill Lynch and SunTrust Investment Services, inc., as well as a consultant to elite Financial Advisors while at ProShares Advisors, LC. his duties included financial planning, investment management and business banking.
At Capstone, Josh specializes in guiding individuals through the financial planning process by designing a holistic financial strategy and offering tailored investment solutions for the individuals and their families. His approach will consider your risk tolerance, time horizon, liquidity needs, and overall investment goals.
Josh holds a FINRA Series 7 (General Securities Representative) and Series 66 (Uniform Combined State Law Examination). He also holds Life, Health and Variable insurance licenses in VA, MD, & DC.
Josh resides in Washington, DC with his wife Cassie, and two sons. As a graduate of the University of Oklahoma in 2004, he is an avid fan of the Oklahoma Sooners.
Richard is the President and founding member of the Capstone Retirement Group. He manages the group’s strategic client relationships and develops growth opportunities for the practice. Richard also serves as the key liaison between Plan Sponsors and Plan Service Providers, ensuring a high quality of standards and service for clients. He is an expert in plan design, participant education, fiduciary oversight, investment selection and service provider management.
Richard brings more than 30 years of qualified retirement plan experience and holds various securities licenses.
Richard is a graduate of James Madison University and currently resides in McLean, VA.
Taylor Wall serves as Director of Client Services for the Capstone Retirement Group. Taylor pro-actively supports new and existing client relationships. He assists in providing ongoing investment analysis due diligence, fiduciary oversight support, and assistance to plan sponsors, including administrative investment option plan change processing and reconciliation.
Taylor is licensed and credentialed as a Chartered Retirement Plan Specialist.
Taylor resides in Alexandria, VA. In his free time, he enjoys playing golf and watching college and professional sports.
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