The Negotiation of Your Lifetime
At CapstoneWealth, we help Florida retirees turn confusion into control – by negotiating direct contracts with Goldman Sachs, UBS, and JPMorgan.
Structured Notes currently paying interest between 12–22% annually with 50% downside protection.
You’re not chasing returns anymore.
You’re negotiating them.
The Problem
Diversification didn’t protect you in 2008, 2020, or 2022 and it won’t protect your retirement cash flow either.
“Riding Out” Market volatility is not an income strategy.
The Capstone Solution
We custom-design Structured Income Notes that:
- Target 12–22% annual yields, paid monthly.
- Offer up to 50% principal protection at maturity.
- Use memory features to recapture missed payments
- Terms issued by world-class banks — Goldman Sachs, JPMorgan, UBS, Morgan Stanley, and Citigroup.
That’s not luck. That’s negotiated investing.
Real Protection. Real Income. Real Control.
Markets can drop, inflation can rise and you still get paid.
Even if volatility spikes, your rules stay intact.
This is how disciplined retirees earn double-digit income without surrendering control.
Why Retirees Choose CapstoneWealth
- Expertise-CFP®, CWS®, Fiduciary Advisor
- Get Paid for the Risk You Take.
- Tax & Estate Integration
- Protect income and legacy
The Capstone Income Blueprint
In one private session, we’ll show you how to lock in between 12–22% annual yields with bank-issued protection, customized to your assets, age, and goals.
No guessing. Just numbers that work.
Featured In
Disclosure
Structured notes involve risk, including potential loss of principal, market, and issuer credit risk. Terms vary by offering and issuer. Targeted yields are for illustration only and do not guarantee future performance. Advisory services offered through CapstoneWealth, LLC, a Registered Investment Adviser.
11031 N US Hwy 301, Ste 103, Oxford, FL 34484
(352) 850-7392
© 2025 CapstoneWealth LLC. All Rights Reserved.