Dakota
Dakota
Book a Demo
Talk to an Expert

Capstone Wealth Partners

EST. AUM
$114,862,553

CONTACTS

CLIENT ACCOUNTS
577

Firm Details

Metro area Columbus
CRD Number 152524
Website capstonewealthpartners.com
Client types

Overview

Capstone Wealth Partners is a U.S.-based registered investment advisory firm that provides comprehensive wealth management and financial planning services to individuals, families, and business owners. The firm focuses on delivering personalized investment strategies, retirement planning, estate planning, and risk management solutions. It utilizes a fiduciary approach, emphasizing client-centric advice and long-term financial outcomes. Capstone integrates portfolio management with tax-aware strategies and financial planning to support wealth preservation and growth. The firm serves high-net-worth clients and professionals through tailored advisory relationships. Its services are typically delivered through a combination of financial planning, discretionary portfolio management, and ongoing advisory support.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy