Everything we do for clients
Retirement accounts, direct purchase, insured storage, insurance, liquidation and legacy planning — handled by the same desk, with one point of contact from start to finish.
Fully licensed and insured Mark Bugli is a licensed financial advisor and a true fiduciary, working in financial services since 1970 Established 2014
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Describe this illustration: Fiduciary advisor's desk with leather folio, fountain pen and a tray of gold and silver coinsHide description: Fiduciary advisor's desk with leather folio, fountain pen and a tray of gold and silver coins
This firm is built on a simple order of operations: advice before product. The plan is written first and the metal follows it. The leather folio in front of the coins signifies that what you keep, what you move and what you never touch are decisions made on paper, for your benefit, before anything is bought. Capstone Metals delivers advisory work under a true fiduciary standard — Mark Bugli has been a licensed financial advisor since 1970 — so metals allocation is discussed against your complete financial picture and never sold in isolation. That fiduciary duty is the difference between a metals dealer and a wealth-protection partner, and it is the reason this page exists.
All-In-One Wealth Protection
The one-stop shop: metals, fiduciary advice, insurance, entities, consulting and vetted trading-platform affiliates coordinated by one desk — so you stop paying five firms to duplicate each other.
Business & Financial Consulting
Cash-flow and reserve strategy, exit and succession planning, and where hard assets belong on a business balance sheet — with the questions your last advisor never asked.
Business Formation & Entity Structuring
LLCs, corporations, partnerships and trusts formed and titled correctly from day one, including solo 401(k) and checkbook-control structures.
AI & Expert Trading Platform Affiliates
Introductions to vetted AI-driven and expert trading platforms that integrate with an existing portfolio for rules-based risk containment — decisions without emotion. Discussed by phone only.
Precious Metals IRA
A self-directed IRA holding IRS-approved gold, silver, platinum or palladium. We coordinate the custodian, the depository and the purchase end to end.
401(k) & IRA Rollovers
Move funds from a 401(k), 403(b), TSP or existing IRA into physical metal as a direct trustee-to-trustee transfer — no distribution, no tax event.
Direct Bullion Purchase
Buy coins and bars outside a retirement account from live inventory, priced against spot with the premium stated in writing.
Allocated & Segregated Storage
Hold metal in your name at an accredited depository, fully insured, with segregated storage available on request.
Buy-Back & Liquidation
A standing offer to quote live on anything we sold you, with funds released on verification. We also appraise outside holdings.
Portfolio Allocation Review
Depending on the circumstances of each individual, our specialists help identify the correct structure and amount for your situation.
Entity & Trust Holdings
Purchases titled to an LLC, corporation, partnership or trust, including solo 401(k) and checkbook-control structures.
Estate & Legacy Planning Support
Documentation, titling and beneficiary guidance so heirs can identify, value and liquidate metal without confusion.
Insurance & Risk Coverage
Fully licensed insurance placement — term and permanent life, fixed and indexed annuities, long-term care and legacy protection — alongside full insurance on every ounce we store or ship.
Licensed Financial Advisory
Mark Bugli, our senior advisory partner, has been a licensed financial advisor since 1970. Retirement income planning, allocation, tax-aware sequencing and beneficiary design are handled in-house under a fiduciary standard.
A true fiduciary, not a sales desk
Fiduciary is not a marketing word. It is the legal and moral obligation to act in the other person's best interest — ahead of our own — in every recommendation, price and disclosure.
Mark Bugli has been a licensed financial advisor since 1970 and carries the firm's senior advisory licensing across advisory, insurance, retirement structuring and estate coordination. Travis Bugli is a licensed agent, and the firm has been established since 2014. Insurance and advisory work are licensed, holdings are insured, and every premium, fee and spread is disclosed in writing before you commit. We take it this seriously because we do not only answer to a client — we answer to God.
What a licence lets us do
- Retirement income planning and withdrawal sequencing
- Self-directed IRA, SEP, SIMPLE and solo 401(k) structuring
- 401(k), 403(b) and TSP rollover analysis
- Asset allocation and diversification review
- Required minimum distribution (RMD) planning
- Roth conversion timing and tax-aware planning
- Annuity and guaranteed income review
- Life insurance and long-term care needs analysis
- Beneficiary designation and titling review
- Estate, trust and legacy coordination with your attorney and CPA
- Inflation and currency risk assessment
- Fee, premium and spread disclosure on every recommendation
To whom much is given, much is required
As a fiduciary we are legally and morally bound to put your interest ahead of ours. We hold that standard because we answer to God before we answer to a client, a commission or a quota.
“For unto whomsoever much is given, of him shall be much required.”
About this referenceHide reference
Book of Luke · Chapter 12 · Verse 48
Jesus is speaking about servants trusted with a household while the master is away. The measure of accountability rises with the measure of trust — which is precisely the burden of handling another family's savings.
Not sure which of these you need?
Call (800) 200-9553 and we'll tell you plainly — including if the answer is none of them.