Capstone CPAs and eLegacy have alliance with AGP Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC (“AFS”) and refer potential clients who may benefit from Ameriprise Financial’s services. These entities receive payment for referrals, which presents a conflict of interest. AGP Wealth Advisors offers products and services that are appropriate for clients’ individual circumstances and objectives. 

AFS, its affiliates and AGP Wealth Advisors are separate entities and are not affiliated with Capstone CPAs and eLegacy. However, Randall Linde, the Chief Executive Officer of AGP Wealth Advisor, has an ownership interest in eLegacy.

AFS, its affiliates, employees and AGP Wealth Advisors, do not provide tax or legal advice.

AFS does not endorse and is not responsible and assumes no liability for content, products or services posted by CAPSTONE CPAs and eLegacy on any internet site, social media site and/or its messaging systems. The views and opinions expressed on this website do not necessarily reflect those of AFS.

AFS and AGP Wealth Advisors make no guarantee as to future results or that an individual’s investment objectives will be achieved. Client experiences may vary.

The phrase “Accumulate, Grow, Protect” represents the AGP Wealth Advisors team mission and commitment as we strive to help you pursue your financial goals. We do this by helping you develop an investment plan based on your goals, providing recommendations we believe have potential for appropriate growth, and helping you ensure that you and your family are protected should the unexpected occur.

Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.

Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.