What is Capstone Wealth Partners's official website?

Capstone Wealth Partners's website is capstonewealthpartners.com

How many employees are working in Capstone Wealth Partners right now?

Capstone Wealth Partners has 5 employees.

What is Capstone Wealth Partners's industry?

Capstone Wealth Partners's industry is Investment Management

Who are Capstone Wealth Partners's top competitors?

Capstone Wealth Partners's top competitors are , , , , , ,

Capstone wealth partners email format

Verified email-pattern data for Capstone Wealth Partners is currently limited. You can still use the company insights and contact sections below.

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.

Employees: 5
Founded: -
Address: 6037 Frantz Rd.,
Phone: 614-754-7805
Email: in****@****ers.com
Industry: Investment Management
Website: capstonewealthpartners.com
Keywords: College Funding, Financial Goal Planning, Investment Management.
HQ: Dublin, OH
Competitors: Partnership Financial LLC, Concordia Wealth Planning LLC, College Aid Pro, GW & Wade | The Colony Group, Everhart Advisors, PDS Planning, Inc., Forefront, Capstone Wealth Partners, Bolt Financial Group, Ohio Tuition Trust Authority.

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Top Capstone Wealth Partners Employees

Bud Lavery, CFP®, MSW

When Can You Retire? | Get Clear…

Eureka, Montana, United States, United States

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2
cisdurham.org, irtinc.us

3 +191940XXXXX
Joe Messinger, CFP®, ChFC®, CLU®, CCFC

College Funding Expert, Certified…

Dublin, Ohio, United States, United States

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2
capstonewealthpartners.com, collegeaidpro.com

3 +161444XXXXX
Susan Campbell

Customer Experience Manager At Capstone…

N/a

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Ryan Sheppard, ChFC®

Partner | Financial Planner

Dublin, Ohio, United States, United States

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4
ft.newyorklife.com, msn.com, aol.com, capstonewealthpartners.com

3 +161475XXXXX

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Capstone wealth partners email format

Capstone Wealth Partners Questions

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