Client Portal Login
Client Portal Login

More than a wealth manager.
A trusted partner.

Our comprehensive approach supports your path forward.

Contact a Representative

Cobblestone Capital – Built for You

Built for you.

We support every aspect of your unique financial situation through a robust combination of planning services and independent financial guidance. A sturdy foundation, built for you.

What We Provide

Our Services

All the solutions to simplify your financial life.

Investment Management

Your near-term requirements and long-term objectives guide our tailored investment strategies. Cobblestone’s proven goals-based approach aligns your wealth with your life.
Explore Options

Wealth Management

We help navigate life’s important milestones, from retirement planning to preserving generational wealth and educating younger generations about financial responsibilities.

Explore Options

Private Investments

We draw on a broad sourcing network of exclusive investment opportunities to help qualified investors achieve greater diversification and more robust returns.
Explore Options

Family Office

Family matters require a trusted partner. We thoroughly review financial assets and family dynamics while maintaining a focus on long-term objectives.

Explore Options

As an RIA, Cobblestone Capital is a fiduciary – that is, “a person or organization that acts on behalf of another person or persons, putting their clients’ interest ahead of their own, with a duty to preserve good faith and trust. Being a fiduciary thus requires being bound both legally and ethically to act in the other’s best interests.” (