About The Firm
TAGStone Capital was founded as an independent, fee-only firm. Independence allows the firm to act in the best interest of its clients. Fee-only means the firm's only income comes from its clients. The firm does not work on a commission basis, so its interests are aligned with its clients' interests.
The firm represents successful entrepreneurs, families, and business clients. Its objective is to help clients build a solid financial foundation that they can stand on to reach their business and personal goals.