Insights

Personalized Wealth Planning Capstone Wealth Advisors specializes in providing tailored financial advice for clients planning for retirement, wealth preservation, and small business retirement solutions, indicating an opportunity to offer advanced planning tools or complementary financial products.

Emphasis on Technology Utilizing a modern tech stack including AWS, Google Analytics, and social media pixels, the company is open to digital engagement strategies and innovative financial services that enhance client experience and operational efficiency.

Recent Product Launches The recent launch of Q2/2022 Model 401(k) Allocations demonstrates a focus on evolving retirement solutions, presenting an opportunity to introduce additional customizable investment strategies or compliance services.

Market Positioning With revenue under 10 million and a small team, Capstone is a boutique firm likely seeking scalable growth through strategic partnerships, targeted marketing, or technology solutions tailored for small advisors.

Client-Centric Approach Their mission emphasizes uncompromised advice aligned with client interests, suggesting potential for partnerships that reinforce trust, such as client engagement platforms or advanced CRM systems.

Similar companies to Capstone Wealth Advisors, LLC

Capstone Wealth Advisors, LLC Tech Stack

Capstone Wealth Advisors, LLC uses 8 technology products and services including Facebook Pixel, Amazon Web Services, Amazon S3, and more. Explore Capstone Wealth Advisors, LLC's tech stack below.

Facebook Pixel
Analytics
Amazon Web Services
Cloud Hosting
Amazon S3
Content Delivery Network
Font Awesome
Font Scripts
Google Fonts API
Font Scripts
jQuery UI
Javascript Libraries
Modernizr
Javascript Libraries
Google Analytics
Web Analytics

Media & News

Capstone Wealth Advisors, LLC launches Q2/2022 Model 401 Allocations.
Capstone Wealth Advisors is pleased to announce the release of our Q2/2022 Model 401(k) Allocations.
Sep 06, 2022 | cwabellingham.com

Capstone Wealth Advisors, LLC's Email Address Formats

Capstone Wealth Advisors, LLC uses at least 1 format(s):

Capstone Wealth Advisors, LLC Email Formats	Example	Percentage
First@capstonewealthadvisors.com	John@capstonewealthadvisors.com	47%
FirstLast@capstonewealthadvisors.com	JohnDoe@capstonewealthadvisors.com	3%
FirMLast@capstonewealthadvisors.com	JohMDoe@capstonewealthadvisors.com	3%
First@capstonewealthadvisors.com	John@capstonewealthadvisors.com	47%

Frequently Asked Questions

Where is Capstone Wealth Advisors, LLC's headquarters located?

Capstone Wealth Advisors, LLC's main headquarters is located at 2005 Madrona Ave SE, Salem, OR 97302, US. The company has employees across 1 continents, including North America.

What is Capstone Wealth Advisors, LLC's phone number?

You can contact Capstone Wealth Advisors, LLC's main corporate office by phone at

+1-503-967-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Capstone Wealth Advisors, LLC's official website and social media links?

Capstone Wealth Advisors, LLC's official website is capstonewealthadvisors.com and has social profiles on LinkedIn.

What is Capstone Wealth Advisors, LLC's SIC code NAICS code?

Capstone Wealth Advisors, LLC's SIC code is 7389 - Business Services, Not Elsewhere Classified NAICS code is 52 - Finance and Insurance.

How many employees does Capstone Wealth Advisors, LLC have currently?

As of October 2025, Capstone Wealth Advisors, LLC has approximately 9 employees across 1 continents, including North America. Key team members include President: S. H.Client Relationship Manager: K. H.Senior Financial Advisor: R. N.. Explore Capstone Wealth Advisors, LLC's employee directory with LeadIQ.

What industry does Capstone Wealth Advisors, LLC belong to?

Capstone Wealth Advisors, LLC operates in the Financial Services industry.

What technology does Capstone Wealth Advisors, LLC use?

Capstone Wealth Advisors, LLC's tech stack includes Facebook PixelAmazon Web ServicesAmazon S3Font AwesomeGoogle Fonts APIjQuery UIModernizrGoogle Analytics.

What is Capstone Wealth Advisors, LLC's email format?

Capstone Wealth Advisors, LLC's email format typically follows the pattern of First@capstonewealthadvisors.com. Find more Capstone Wealth Advisors, LLC email formats with LeadIQ.

When was Capstone Wealth Advisors, LLC founded?

Capstone Wealth Advisors, LLC was founded in 2012.

Capstone Wealth Advisors, LLC

Q: How many employees does Capstone Wealth Advisors, LLC have currently?

Capstone Wealth Advisors, LLC has approximately 9 employees.

Q: What technology does Capstone Wealth Advisors, LLC use?

Capstone Wealth Advisors, LLC's tech stack includes Animate.css, Slick, Hotjar, JSON-LD, Drupal.

Financial ServicesUnited States2-10 Employees

Founded in 2012, Capstone Wealth Advisors, LLC, is an independent wealth advisory practice created for one purpose: To provide uncompromised advice while serving the interests of our clients and their families.  We are fully invested in our clients and strive to help them plan for a financial future in a way that best meets their familyâ€™s goals. Whether you are planning for retirement, trying to preserve your wealth or building an effective retirement plan for your small business, we will provide advice tailored to your specific needs.