Each Capstone financial plan is custom developed by an Investment Advisor which means you can feel confident with the results.
WHAT WE DO
At Capstone Wealth Management Group, true wealth is measured not by what you earn today, but by what you have available tomorrow. As independent professionals, we always put your dreams and long-term financial goals at the forefront of our planning strategies and customized solutions. And while your investment needs may change over time, our commitment to impeccable service and loyalty will never waver.
Whether you have inherited wealth, are in the accumulation stage, or a successful business owner who wants to ensure the preservation of wealth for future generations, you can trust Capstone Wealth Management Group, LLC for your needs. Call today to schedule a free “get acquainted” meeting where we discuss your financial objectives and determine if Capstone Wealth Management Group is a good fit for a long-term relationship.
OUR TEAM
Mike Conrads CFP®, ChFC, MBA
Principal
Kevin Serrapede CFP®
Investment Advisor Representative, Chief Compliance Officer Kevin Serrapede
Ronald Stoner CFP®
Investment Advisor Representative
Amy Loomis
Administration & Client Service Manager
Loren Gard CFP®
Investment Advisor RepresentativeCONTACT
404 SW Columbia Street, Suite 230,
Bend, OR 97702
- (541) 330-0266
We’re excited that you’re interested in the services Capstone provides. Please tell us your story and we’ll show you what is possible.