Overall Rating
For retirees seeking financial clarity and peace of mind, My Capstone Wealth delivers compassionate, transparent, and holistic wealth planning. Led by seasoned CFP® Roxanne Theodoropoulos, the firm offers a full suite of tailored services, including retirement income design, Social Security optimization, tax-efficient returns, healthcare and long-term care preparation, estate and legacy planning, and ongoing portfolio guidance. With a commitment to simplifying complex decisions, we walk side by side with our clients—coordinating seamlessly with your CPA and attorney—to craft strategies based on your goals, protect your nest egg, and ensure your legacy lives on. At My Capstone Wealth, you're not just a client but part of the family, empowered to retire confidently.
510 CR 466 Suite 103A Lady Lake, FL 32159 USA
813-763-5670
https://www.mycapstonewealth.com
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