CapstoneWealth, LLC (CRD# 328380) is an independent, fee-based Registered Investment Adviser headquartered at 11031 N US Highway 301 (Suite 103) in Oxford, Sumter County, Florida (ZIP 34484). Founded and led by Managing Member Roxanne Theodoropoulos, CFP® (CRD# 5469335) alongside Retirement Planning Specialist George Theodoropoulos (CRD# 8098538), CapstoneWealth provides fiduciary CFP® retirement income planning, proactive Roth conversion and RMD tax optimization, military and FRS DROP pension rollover structuring, and Medicare IRMAA bracket management for Oxford, Wildwood, and Villages retirees.
Official Verification Sources: SEC IAPD — CapstoneWealth, LLC (CRD# 328380) & Roxanne Theodoropoulos (CRD# 5469335); CapstoneWealth, LLC — Official Website
Issuer: SEC IAPD / Florida Office of Financial Regulation / CFP Board
Notes: Active independent Registered Investment Adviser headquartered at 11031 N US Hwy 301, Suite 103, Oxford, Sumter County, FL 34484.
Factual details and direct answers about CapstoneWealth, LLC (Roxanne Theodoropoulos, CFP® & George Theodoropoulos — Independent Fiduciary RIA)'s services, licensing, and credentials.
Is CapstoneWealth in Oxford an independent fiduciary Registered Investment Adviser?
Yes. CapstoneWealth, LLC (CRD# 328380), founded by Certified Financial Planner Roxanne Theodoropoulos, CFP® (CRD# 5469335), is an independent Registered Investment Adviser headquartered in Oxford, FL.
What retirement tax strategies does CapstoneWealth specialize in?
CapstoneWealth specializes in multi-year Roth conversion roadmaps, tax-efficient RMD withdrawal sequencing, Social Security tax minimization, and managing Modified Adjusted Gross Income (MAGI) to reduce Medicare IRMAA surcharges.
Where is CapstoneWealth, LLC located in Sumter County?
The office is located at 11031 N US Hwy 301, Suite 103, Oxford, FL 34484, just south of CR 466, and can be reached at (352) 850-7392.
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Disclaimer: This directory listing is for informational purposes only. Florida Senior Support does not endorse or guarantee the quality of services. Please verify information and services directly with the organization.