Why Capstone Chose SLG

A Strategic Partnership for Long-Term Success

The amazement of the SLG solution.

Balancing problem-solving with preserving what truly matters allows for meaningful progress without disruption. Strategic improvements create the time and freedom to be fully present for family, clients, and the team, leading to greater fulfillment and alignment.

The driving passion of SLG Wealth.

SLG Wealth is built on the principle of value creation—helping clients achieve financial success by prioritizing their needs and goals. With a passion for financial education and personalized guidance, SLG Wealth equips clients with the knowledge and strategies to navigate their unique financial journey with confidence.

Sandi Drennon (Capstone owner)

“Nothing changes today—there’s no change in team, no change in what we’re doing, and no change in who we’re doing it for.”

SLG has clear & open communication.

SLG Wealth prioritizes clear communication and continuous enhancements to improve the client experience. With a commitment to transparency and innovation, we provide cutting-edge tools like a dedicated client portal while ensuring our clients stay informed and supported every step of the way.

SLG is a collaborative solution.

SLG Wealth provides strategic partnership solutions for financial firms facing increasing compliance demands and industry shifts. By offering the support and resources advisors need, we help firms maintain their focus on serving clients while achieving a better work-life balance and long-term stability.

SLG protects your firm’s identity.

SLG Wealth ensures a seamless continuation of service, with no changes to the team or the personalized experience clients have come to expect. While behind-the-scenes improvements in technology and compliance will enhance efficiency, the core commitment to client service remains unchanged, only strengthening over time.