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Capstone Wealth Partners

Capstone Wealth Partners

Investment Management, 6037 Frantz Rd Ste 104, Dublin, Ohio, 43017, United States, 1-10 Employees

capstonewealthpartners.com

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phone no Phone Number: 61********

Who is CAPSTONE WEALTH PARTNERS

We help families create a comprehensive college funding plan to maximize financial aid, minimize taxes, and effectively save for retirement at the same time. Our financial planners work c...

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  • 6037 Frantz Rd Ste 104, Dublin, Ohio, 43017, United States Headquarters: 6037 Frantz Rd Ste 104, Dublin, Ohio, 43017, United States
  • 2009 Date Founded: 2009
  • 1-10 Employees: 1-10
  • dollar-icon Revenue: Under $1 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Investment Management

SIC SIC Code: 6282

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Capstone Wealth Partners Org Chart and Mapping

Employees
Bud Lavery

Bud Lavery

Financial Planner

Chfc® Ryan Sheppard

Chfc® Ryan Sheppard

Partner & Financial Planner

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Frequently Asked Questions Regarding Capstone Wealth Partners

Answer: Capstone Wealth Partners's headquarters are located at 6037 Frantz Rd Ste 104, Dublin, Ohio, 43017, United States

Answer: Capstone Wealth Partners's phone number is 61********

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

Answer: Capstone Wealth Partners's revenue is Under $1 Million

Answer: Capstone Wealth Partners's SIC: 6282

Answer: Capstone Wealth Partners has 1-10 employees

Answer: Capstone Wealth Partners is in Investment Management

Answer: Capstone Wealth Partners contact info: Phone number: 61******** Website: https://capstonewealthpartners.com

Answer: We help families create a comprehensive college funding plan to maximize financial aid, minimize taxes, and effectively save for retirement at the same time. Our financial planners work closely with you and your family to craft an 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 conflicts of interest, we accept no commissions and work strictly within in a fee-for-service model.

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