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    Capstone Wealth Partners

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    Description

    • We help families create a comprehensive college funding plan to maximize financial aid, minimize taxes, and effectively save for retirement at the same time.Most financial advisors want to immediately talk about managing your investments or sell you insurance. We approach things differently. We begin by talking about what is most important to you; your family and making sure your kids get a great education. Our Capstone Advisors work closely with you and your family to craft a well thought out and 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 all conflicts of interest, we accept no commissions and have no affiliation with any bank, brokerage, wirehouse, investment firm, or insurance company.
    • location

      Headquarters:6037 Frantz Road Suite 104, Dublin, Ohio, United States

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    • Capstone Wealth Partners phone

      Phone Number: +1 614-754-7805

    • Capstone Wealth Partners website

      Website: https://www.capstonewealthpartners.com

    • Capstone Wealth Partners employees

      Employees:4

    • Capstone Wealth Partners revenue

      Revenue:$1 - 10M

    • Capstone Wealth Partners legal name

      Legal Name:Capstone Wealth Partners

    • Capstone Wealth Partners's Social Media

      Capstone Wealth Partners linkedin Capstone Wealth Partners facebook Capstone Wealth Partners twitter
    • done Is this data correct?

    • |  NAICS Code: 523930  |

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    Person level website identification

    President for Capstone Wealth Partners

    Allen Montgomery

    President

    Person level website visitor identification

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    View Employees

    Allen Montgomery

    President

    Frequently Asked Questions regarding Capstone Wealth Partners

    • Where are Capstone Wealth Partners's Headquarters?

      Capstone Wealth Partners's Headquarters are in 6037 Frantz Road Suite 104,Dublin,Ohio,United States

    • What is Capstone Wealth Partners's phone number?

      Capstone Wealth Partners's phone number is +1 614-754-7805

    • What is Capstone Wealth Partners's official website?

      Capstone Wealth Partners's official website is https://www.capstonewealthpartners.com

    • What is Capstone Wealth Partners's Revenue?

      Capstone Wealth Partners's revenue is $1 - 10M

    • What is Capstone Wealth Partners's NAICS code?

      Capstone Wealth Partners's NAICS code is 523930

    • How many employees are working in Capstone Wealth Partners

      Capstone Wealth Partners has 4 employees

    • What is Capstone Wealth Partners's Industry?

      Capstone Wealth Partners is in the industry of Investment Management

    • Who is Capstone Wealth Partners's President?

      Capstone Wealth Partners's President is Allen Montgomery

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