Capstone Wealth Employee Directory

Q: What is Capstone Wealth known for?

Capstone Wealth was founded in 2002. Capstone Wealth operates in the Financial Services industry.

Q: How many employees does Capstone Wealth have currently?

Capstone Wealth has approximately 14 employees.

Financial ServicesMontana, United States11-50 Employees

At Capstone Wealth, we serve financially established families and business owners to preserve their wealth, manage their income security and achieve their legacy vision for the generation to follow. We achieve that through a combination of partnership, clarity and insight -- each step working uniquely together to advance the process.

The value of Capstone Wealth is its commitment to serve each client individually and is measured in the confidence and peace of mind that comes by forming long and lasting, productive partnerships. 

Capstone's economic value to the families we serve is far greater than our fee earned as an independent financial advisor. We work solely to the unique interest of each client.

Find Capstone Wealth employees' phone numbers or email addresses

Capstone Wealth Global Highlights

North America
9

United States Of America
9

Capstone Wealth's Leadership

J. L.
Client Relationship Manager
Mobile Phone
Email
J. L.
Client Relationship Manager
Mobile Phone
Email
M. T.
Principal
Mobile Phone
Email
M. T.
Principal
Mobile Phone
Email
T. W. C.
Financial Advisor
Mobile Phone
Email
K. K.
Client Relationship Specialist
Mobile Phone
Email
K. K.
Client Relationship Specialist
Mobile Phone
Email
A. T.
Consultant
Mobile Phone
Email

Capstone Wealth Employee Metrics

100%

50%

0%

2026

2025

2024

Banking
Consultant
Finance
Accounting
Administrative
Other

Contact profiles from Capstone Wealth

Name

Title

Contact Info

Location

Last Update

J. L.
Client Relationship Manager
Mobile Phone
Email
United StatesMontana
Nov 20, 2025
J. L.
Client Relationship Manager
Mobile Phone
Email
United StatesMontana
Nov 20, 2025
M. T.
Principal
Mobile Phone
Email
United StatesMontana
Sep 11, 2025
M. T.
Principal
Mobile Phone
Email
United StatesMontana
Sep 11, 2025
T. W. C.
Financial Advisor
Mobile Phone
Email
United StatesMontana
Aug 09, 2025
K. K.
Client Relationship Specialist
Mobile Phone
Email
United StatesMontana
Nov 15, 2025
K. K.
Client Relationship Specialist
Mobile Phone
Email
United StatesMontana
Nov 15, 2025
A. T.
Consultant
Mobile Phone
Email
United StatesMontana
Oct 16, 2024
R. I.
Wealth Advisor
Mobile Phone
Email
Sep 10, 2025

Frequently Asked Questions

What is Capstone Wealth known for?

Capstone Wealth was founded in 2002 operates in the Financial Services industry. The company's main headquarters is located in 1500 Poly Drive, Suite 107; you can contact the main corporate office by phone at

+1-406-325-****

. Explore Capstone Wealth's company overview page for more information.

What is Capstone Wealth's most common email format?

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

How many employees does Capstone Wealth have currently?

Capstone Wealth has approximately 14 employees as of January 2026. These team members are located across 1 continents, including North America.

Who are Capstone Wealth's key employees and leadership?

As of January 2026, Capstone Wealth's key employees include:

Client Relationship Manager: J. L.
Client Relationship Manager: J. L.
Principal: M. T.
Principal: M. T.
Financial Advisor: T. W. C.

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