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Capstone Wealth Advisors, LLC Employee Directory

Financial ServicesOregon, United States2-10 Employees

Capstone Wealth Advisors, LLC is a registered investment adviser in the financial services industry, headquartered in Salem, Oregon. Founded in 2012, the firm emphasizes delivering unbiased, client-centric guidance tailored to individuals and families as they plan their financial futures. The practice focuses on helping clients manage tax considerations for small businesses, structure retirement income, and preserve wealth, aiming to align advice with each client’s specific goals.

 With a small team, Capstone serves a local client base and positions itself as a fiduciary advisor dedicated to aligning recommendations with clients’ interests. A recent development noted is the launch of Q2/2022 Model 401(k) Allocations, reflecting an ongoing effort to provide structured guidance for retirement planning within its advisory offerings.

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

Capstone Wealth Advisors, LLC Global Highlights

Location
Employees

North America
19

Minus sign iconPlus sign icon
  • United States Of America
    19

Capstone Wealth Advisors, LLC's Leadership

  • Stylized image of a person
    S. H.
    President
    Mobile Phone
  • Stylized image of a person
    A. G.
    Controller
    Mobile Phone
  • Stylized image of a person
    J. M.
    Client Associate
    Mobile Phone
  • Stylized image of a person
    K. M.
    Client Associate
    Mobile Phone
  • Stylized image of a person
    M. O.
    Client Associate
    Mobile Phone

Capstone Wealth Advisors, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other
  • Arts & Design

Contact profiles from Capstone Wealth Advisors, LLC

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    S. H.
    President
    Mobile Phone
    Oct 17, 2024
  • Stylized image of a person
    A. G.
    Controller
    Mobile Phone
    Oct 17, 2024
  • Stylized image of a person
    J. M.
    Client Associate
    Mobile Phone
    Oct 17, 2024
  • Stylized image of a person
    K. M.
    Client Associate
    Mobile Phone
    Oct 22, 2024
  • Stylized image of a person
    M. O.
    Client Associate
    Mobile Phone
    Oct 23, 2024

Frequently Asked Questions

What is Capstone Wealth Advisors, LLC known for?

Minus sign iconPlus sign iconCapstone Wealth Advisors, LLC was founded in 2012 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-503-967-****
. Explore Capstone Wealth Advisors, LLC's company overview page for more information.

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

Minus sign iconPlus sign iconCapstone 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?

Minus sign iconPlus sign iconCapstone Wealth Advisors, LLC has approximately 5 employees as of July 2026. 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 July 2026, Capstone Wealth Advisors, LLC's key employees include:

  • President: S. H.
  • Controller: A. G.
  • Client Associate: J. M.
  • Client Associate: K. M.
  • Client Associate: M. O.

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