Capstone Wealth Partners Employee Directory

Q: What is Capstone Wealth Partners known for?

Capstone Wealth Partners was founded in 2009. Capstone Wealth Partners operates in the Investment Management industry.

Q: How many employees does Capstone Wealth Partners have currently?

Capstone Wealth Partners has approximately 5 employees.

Investment ManagementOhio, United States2-10 Employees

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.

Find Capstone Wealth Partners employees' phone numbers or email addresses

Capstone Wealth Partners Global Highlights

North America
5

United States Of America
5

Capstone Wealth Partners's Leadership

B. L.
Financial Planner
Mobile Phone
Email

Contact profiles from Capstone Wealth Partners

Name

Title

Contact Info

Location

Last Update

B. L.
Financial Planner
Mobile Phone
Email
United StatesMontana
Oct 28, 2025

Frequently Asked Questions

What is Capstone Wealth Partners known for?

Capstone Wealth Partners was founded in 2009 operates in the Investment Management industry. The company's main headquarters is located in 6037 Frantz Road, Suite 104. Explore Capstone Wealth Partners's company overview page for more information.

What is Capstone Wealth Partners's most common email format?

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

How many employees does Capstone Wealth Partners have currently?

Capstone Wealth Partners has approximately 5 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Capstone Wealth Partners's key employees and leadership?

As of December 2025, Capstone Wealth Partners's key employees include:

Financial Planner: B. L.

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