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Capstone Wealth Advisors
Capstone Wealth Advisors is a financial advisory firm that provides investment management and strategic wealth planning tailored to each client.
Overview
Capstone Wealth Advisors is a financial advisory firm that provides investment management and strategic wealth planning tailored to each client. They manage assets for individuals and families and offer investment management and financial planning services. Their primary focus is to provide unbiased opinions designed to achieve long-term investment results, and they strive to be each client’s trusted advisor.
General information
Firm type
Bank / Wealth / Trust
Year founded
2025
Location
Region
North America
Country
United States
City
Henderson
Corporate office
Salem, OR, United States
Principals
Rob Norton
CRPC, Wealth Advisor
Jake Wihtol
Wealth Advisor
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