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Financial guidance that grows with you.
Trump Accounts Going Live
July 2, 2026
Trump Accounts are new investment accounts designed to help children begin building long-term savings and investing for the future. These accounts are opened directly through TrumpAccounts.gov, andwe’ve made the process even easier by attaching a step-by-step guide to help you navigate the application. The guide walks you through each step of the account opening process so you can complete an application at your convenience.
Announcements
Stay updated on key deadlines, new offerings, and seasonal checklists.
IRA Contribution Check Instructions
March 11, 2026
If you are making an IRA contribution by check, please follow these instructions to help ensure your deposit is processed correctly.
Checks should be made payable to yourself. For example: Pay to the Order of: John Smith.
It is not necessary to include the type of account (such as IRA or Roth IRA) in the payable-to section of the check.
As a best practice, please include the following information in the memo line of the check:
- The contribution year (for example: 2025 for a prior-year contribution or 2026 for a current-year contribution)
- Your account number for deposit
Including this information helps ensure the contribution is credited to the correct account and tax year.
If you have any questions about IRA contributions or deposits, please give our office a call.
Ongoing Transfers After Your Account Move
October 2, 2025
When you transfer an account to us, there may be residual balances – such as dividends, interest, or partial shares – that arrive in your old account after the initial transfer.
Most firms will automatically sweep these remaining funds into your account for a period of time (typically up to 90 days).
No action is required on your part, but we recommend checking your balances periodically to ensure everything transfers as expected.
If you have any questions, our team is here to help.
Welcome!
July 22, 2025
We are thrilled to announce the launch of Capone &Partners Wealth Management in partnership with:
- National Financial Services LLC, a Fidelity® company—one of the nation’s leading providers of brokerage and custody services.
- &Partners, LLC, a broker-dealer who understands the importance of responsiveness and organizational excellence.
Whether you’re a long-time client or visiting for the first time—thank you for being part of this new beginning.
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