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    Capstone Trust

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    Description

    • Our Mission To steward the financial wealth of our clients To protect the interests of owners and beneficiaries To empower clients in the wealth transfer process Our Story CAPSTONE Trust was created based on the simple premise of filling an unmet need. In the course of their work as financial advisors with CAPSTONE Investment Group, LLC, financial advisors Patrick McClelland, Sandra Drennon and Steven Elliott are repeatedly asked to: help settle clients estates, serve as trustees, manage client assets in perpetuity for special needs beneficiaries or undertake other tasks requiring a separate entity from which to provide such services. CAPSTONE Trust is that entity and we're grateful for the opportunity to serve our community as a local, boutique provider of fiduciary services.
    • location

      Headquarters:2401 Bristol Ct Sw Ste D101, Olympia, Washington, United States

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    • Capstone Trust phone

      Phone Number: +1 360-515-0281

    • Capstone Trust website

      Website: http://capstonetrust.net/

    • Capstone Trust employees

      Employees:6

    • Capstone Trust revenue

      Revenue:$1 - 10M

    • Capstone Trust legal name

      Legal Name:Capstone Trust

    • Capstone Trust's Social Media

      Capstone Trust linkedin
    • done Is this data correct?

    • |  NAICS Code: 523110  |

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    Person level website identification

    Executive Vice President And Director for Capstone Trust

    Sandi Drennon

    Executive Vice President And Director

    Person level website visitor identification

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    View Employees

    Sandi Drennon

    Executive Vice President And Director

    Frequently Asked Questions regarding Capstone Trust

    • Where are Capstone Trust's Headquarters?

      Capstone Trust's Headquarters are in 2401 Bristol Ct Sw Ste D101,Olympia,Washington,United States

    • What is Capstone Trust's phone number?

      Capstone Trust's phone number is +1 360-515-0281

    • What is Capstone Trust's official website?

      Capstone Trust's official website is http://capstonetrust.net/

    • What is Capstone Trust's Revenue?

      Capstone Trust's revenue is $1 - 10M

    • What is Capstone Trust's NAICS code?

      Capstone Trust's NAICS code is 523110

    • How many employees are working in Capstone Trust

      Capstone Trust has 6 employees

    • What is Capstone Trust's Industry?

      Capstone Trust is in the industry of Financial Services

    • Who is Capstone Trust's Executive Vice President And Director?

      Capstone Trust's Executive Vice President And Director is Sandi Drennon

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