Capstone Wealth Management Group
Finance · Oregon, United States · 1-10 Employees
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Overview
Headquarters
404 SW Columbia St Ste 230, Bend, Oregon...Phone Number
(541) 330-0266Website
www.capstonewmg.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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About Capstone Wealth Management Group
Capstone Wealth Management Group offers customized financial planning, comprehensive wealth management, and registered investment advisory services. They focus on aligning their strategies with clients' long-term financial goals, whether for individuals with inherited wealth, those in the accumulation stage, or business owners looking to preserve wealth for future generations. The firm prides itself on impeccable service and loyalty, ensuring that clients' dreams are prioritized in their financial planning. Capstone invites potential clients to schedule a free introductory meeting to discuss their financial objectives and explore a long-term partnership.Explore more
Capstone Wealth Management Group Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Capstone Wealth Managemen...
<$5M
1-10
Private
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KS
Kevin SerrapedeInvestment Advisor & Representative & Chief Compliance Officer
Company Profile Activity
Activity Insights
Capstone Wealth Management Group is experiencing very low activity levels compared to other companies in the Finance sector.
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Capstone Wealth Management Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Capstone Wealth Management Group.
Capstone Wealth Management Group Tech Stack
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Capstone Wealth Management Group offers customized financial planning, comprehensive wealth management, and registered investment advisory services. They focus on aligning their strategies with clients' long-term financial goals, whether for individuals with inherited wealth, those in the accumulation stage, or business owners looking to preserve w... Read More
