Company Management

Capstone Wealth Partners

Investment Management 6037 Frantz Rd. 5 employees

Employees: 5
Contacts: 3
Emails: 3
Phones: 3

capstonewealthpartners.com LinkedIn

Capstone Wealth Partners Overview

Headquarters: 6037 Frantz Rd.
Phone Number: Available in AeroLeads
Website: capstonewealthpartners.com
Industry: Investment Management
Employees: 5
Founded: 2009
Company Email: Available in AeroLeads
NAICS: Other Financial Investment Activities

Portfolio Management

All Other Financial Investment Activities

Keywords

College Funding Financial Goal Planning Investment Management

About Capstone Wealth Partners

We help families create a comprehensive college funding plan to maximize financial aid, minimize taxes, and effectively save for retirement at the same time. Our financial planners work closely with you and your family to craft an integrated college, retirement, and investment plan. CWP is an independent fee-only Registered Investment Adviser (RIA). We are only compensated in one way – directly by our clients. In order to avoid conflicts of interest, we accept no commissions and work strictly within in a fee-for-service model.

Capstone Wealth Partners Contact Details

People in AeroLeads: 4
With contact data: 3
Email contacts: 3; 75.0% coverage
Phone contacts: 3; 75.0% coverage

Capstone Wealth Partners Org Chart

Sample employees and titles

Name	Title	Location	Contact
Bud Lavery, Cfp®, Msw	When Can You Retire? - Get Clear	Eureka, Montana, United States	Email Phone
Joe Messinger, Cfp®, Chfc®, Clu®, Ccfc	College Funding Expert, Certified	Dublin, Ohio, United States	Email Phone
Susan Campbell	Customer Experience Manager at Capstone		View
Ryan Sheppard, Chfc®	Partner - Financial Planner	Dublin, Ohio, United States	Email Phone