Capstone Wealth Advisors, LLC Employee Directory

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 family’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.

Find Capstone Wealth Advisors, LLC employees' phone numbers or email addresses

Capstone Wealth Advisors, LLC Global Highlights

Location
Employees

North America
19

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  • United States Of America
    19

Capstone Wealth Advisors, LLC's Leadership

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    S. H.
    President
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  • Stylized image of a person
    K. H.
    Client Relationship Manager
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  • Stylized image of a person
    R. N.
    Senior Financial Advisor
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  • Stylized image of a person
    J. M.
    Client Associate
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  • Stylized image of a person
    M. O.
    Client Associate
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  • Stylized image of a person
    A. I.
    Phone icon

Contact profiles from Capstone Wealth Advisors, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    S. H.
    President
    Phone icon
    Oct 17, 2024
  • Stylized image of a person
    K. H.
    Client Relationship Manager
    Phone icon
    United StatesOregon
    Aug 03, 2025
  • Stylized image of a person
    R. N.
    Senior Financial Advisor
    Phone icon
    United StatesOregon
    Nov 12, 2025
  • Stylized image of a person
    J. M.
    Client Associate
    Phone icon
    Oct 17, 2024
  • Stylized image of a person
    M. O.
    Client Associate
    Phone icon
    Oct 23, 2024
  • Stylized image of a person
    A. I.
    Phone icon
    UNITED STATES
    Dec 22, 2023

Frequently Asked Questions

What is Capstone Wealth Advisors, LLC known for?

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Capstone Wealth Advisors, LLC was founded in 2012 operates in the Financial Services industry. The company's main headquarters is located in 2005 Madrona Ave SE, Salem, OR 97302, US; you can contact the main corporate office by phone at . Explore Capstone Wealth Advisors, LLC's company overview page for more information.

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

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Capstone Wealth Advisors, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Capstone Wealth Advisors, LLC email formats with LeadIQ.

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

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Capstone Wealth Advisors, LLC has approximately 9 employees as of October 2025. These team members are located across 1 continents, including North America.

Who are Capstone Wealth Advisors, LLC's key employees and leadership?

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As of October 2025, Capstone Wealth Advisors, LLC's key employees include:

  • President: S. H.
  • Client Relationship Manager: K. H.
  • Senior Financial Advisor: R. N.
  • Client Associate: J. M.
  • Client Associate: M. O.

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