Network·Family Office

Capstone Wealth Management Group, LLC

Unclaimed

📍 BEND, OR

Family Officetechnologyfinancial services
www.capstonewmg.com

SEC CRD #801-66144

About

Capstone Wealth Management Group You are using an outdated browser. Please upgrade your browser to improve your experience. Your Dreams. Our Insight. Financial Planning Each Capstone financial plan is custom developed by an Investment Advisor which means you can feel confident with the results. LEARN MORE Wealth Management Wealth Management is a comprehensive approach to planning and managing all aspects of your financial picture. LEARN MORE Financial Services Registered Investment Advisory Services are offered through Capstone Wealth Management Group LLC, A Registered Investment Advisor. LEARN MORE 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 Mike Conr

Key Contact

KS

KEVIN SERRAPEDE

CHIEF COMPLIANCE OFFICER

📞 (541) 330-0266

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Geographic Focus

orunited statesuk

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AUM

$266M

Location

BEND, OR

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