Two Leading Las Vegas Financial Advisors Join Forces

2024-04-13 12:46:01 Business

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Henderson,Nev. ? Capstone Capital Group and Dawson Financial announced today they have merged firms. Adam Dawson, CFP,president of Dawson Financial, joined Capstone Capital Group on May 6, 2016 as vice president and partner, alongside Capstone Capital Group president and co-founder, Ron Leavitt.

Our number one goal is to help people feel confident about all of their financial decisions, Leavitt said. This exciting merger will improve our ability to fulfill our mission because Adam Dawson brings additional expertise in the areas of investment management, retirement planning, tax planning, and insurance planning that will greatly benefit our clients. His values, abilities, and objectives are the perfect fit for our culture. This move is an important part of our long-term strategy, enabling us to continue to be a leader in investment advisory services for many years to come.

Dawson has been providing financial advice to people in the Las Vegas valley and throughout the country since 2000. He is passionate about teaching sound financial principles because his family was very poor when he was growing up.

I believe anyone can consistently make wise financial decisions with the right guidance, Dawson said. Im thrilled to be joining Ron Leavitt and the team at Capstone Capital Group. Ron has an impeccable reputation in our community and is well known for his expertise and high level of care for clients. I am honored to work with one of the best advisors in our industry and look forward to collaborating with him to help our clients on an even deeper level.

About Adam Dawson: Adam holds a Bachelors Degree from Brigham Young University and the distinguished CERTIFIED FINANCIAL PLANNER¢ certification, which requires rigorous training in every area of personal finance, including investment management, retirement planning, insurance planning, tax planning, and estate planning. He also holds licenses for investment management, life insurance, and disability insurance.

Mr. Dawson is the author of [Timeless Principles of Financial Security](https://www.amazon.com/dp/0615649165/), a compelling book that explores how people can find lasting peace and prosperity in an uncertain world. He also hosts Money [Minute with Adam Dawson](https://www.youtube.com/DawsonMoney), a series of short educational videos on YouTube.

Aside from his passion for personal finance, Adam is an accomplished singer, pianist, and composer. He also enjoys cycling, running, and hiking. He resides in Henderson, Nevada, with his wife Andrea and four children.

About Capstone Capital Group: Capstone Capital Group is a unique asset management firm located in Henderson, Nevada. Founded in 2002, it provides exceptional asset management and financial planning services to a wide range of clients. Capstone Capital Groups approach to investing utilizes a disciplined strategy centered on the clients objectives, both for their money and their quality of life.

The highly experienced team creates a customized investment program for each client. As an independent firm, not affiliated with any particular product or service, Capstone Capital is able to offer counseling that is truly based on the clients best interest.

Capstone Capital takes pride in their investment discipline, personal service and most importantly, the prosperity of their clients. This,along with their integrity, loyalty and independence, sets Capstone Capital apart.

For more information on Capstone Capital Groups Services, visit their [website](http://www.capstonecap.com/).