Capstone Trust was formed in 2015 to meet the needs of small, mid and significantly sized asset Trust needs. Located in Olympia, WA we serve local client estate planning needs through settlement of both Trust and Will estates; manage special needs trust assets; manage Testamentary Trust assets, and; provide Trust management services to high and extremely high net worth individuals and families. They also provide Trust services to extremely high net worth multi-national individuals looking to onshore real estate and business interests to the USA.

Investment research and management company that specializes in retirement income and estate planning. We are a boutique, discretionary asset management firm targeting risk management investment tolerances below market norms. CAPSTONE Investment Group, LLC serves clients that look for daily oversight of their investment portfolios and who wish to be regularly informed of progress toward their financial objectives. Our efforts include macro-economic views of global events and structuring portfolios accordingly. Perspectives on life circumstances and how events effect client needs are addressed with sincerity and creativity. CAPSTONE is a relationship driven firm that puts clients ahead of self interests.Securities offered through Private Client Services, Member FINRA/SIPC. Advisory services provided through CAPSTONE Investment Group, LLC, a Registered Investment Advisor. Private Client Services and CAPSTONE Investment Group, LLC are unaffiliated.