Capstone Wealth Advisor

Specialties

Capstone provides independent, objective advice to guide individuals, families and businesses in making wise financial decisions. Our primary areas of focus are planning for a comfortable retirement, transitioning to a reliable, predictable income in retirement, and comprehensive financial planning.

Meet the Business Owner

Tad D.

Business Owner

Thomas A. Douglas Jr., CRPC, is president of Capstone Wealth Advisor, LLC. Known as Tad, he is a lifelong resident of Louisville, and has provided personal financial planning and investment services for over 20 years.

Tad has been active in the community, serving in numerous roles as a coach, on non-​profit boards, in public schools, and in his church. He is a member of Greater Louisville Inc., Northeast Louisville Chamber of Commerce, Southeast Christian Church, is a Qualified Kingdom Advisor and a graduate of the University of Kentucky.

Mr. Douglas is a Registered Principal with LPL Financial, and registered as a General Securities and Investment Advisor Representative with LPL Financial.