Capstone Wealth Management Team
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Capstone Wealth
Summary
Capstone Wealth is a private company. The company currently specializes in the Financial Services area. Its headquarters is located at Billings, Montana, USA. The Capstone Wealth annual revenue is estimated at < 1M. To connect with Capstone Wealth employee register on SignalHire.
Organization Website | capstoneretire.com |
Social Links |  |
Phone Number | 406.325.1500 |
Industries | |
Headquarters Location | 1500 Poly Drive, Suite 107, Billings, MT, 59102 US |
Employees Size | 1-10 employees |
Specialties | Investment Management, Legacy Planning, Estate Planning, Insurance Planning, Educational Funding for Children and Grandchildren, Philanthropic Interests |
SIC Code | 6189 |
DMA Code | Billings Metropolitan Area |
Founded | 2002 |
Operating Status | Independent Company |
Competitors
Founded | Type | Employees | Revenue | Funding | |
|---|---|---|---|---|---|
| 1993 | - | 25 - 100 | 13.1M | $0 | |
| 1988 | - | 1 - 25 | 2M | $0 |
Employees Turnover 4 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
See companies people switched from or switched to
Length of Employment
Employee tenure at Capstone Wealth shows a diverse range of experience levels:
13% for 1–2 years13% for 3–4 years13% for 8–10 years63% have over 11 years of service at Capstone WealthDiscover More
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Capstone Wealth
Kelly Murphy
Marketing and Event Coordinator
Joette Larson
Client Relationship Manager
Jeff Lovett
Financial Advisor
Lauren Mansfield
Assistant Director
Jonathan Stump
Equity Analyst
CHRISTINE PAUL
LPL ADVISOR/CAPSTONE WEALTH MANAGME
CHRISTINE PAUL
Partner - Financial Advisor -LPL Financial
Thomas Webber CFP
Financial Advisor
Stephanie McLeish
Operations Manager
Nicole Chakos
Business Exit Strategist
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FAQ
Capstone Wealth operates in the Finance industries. More details can be found on the official website: capstoneretire.com.
The headquarters of Capstone Wealth are located in Billings, United States.
You can contact Capstone Wealth by phone at 406.325.1500.
Capstone Wealth currently employs 1-10 people.
Capstone Wealth's revenue is approximately < 1M.
Well-known competitors of Capstone Wealth include Forteris Wealth Management and Smith Partners Wealth Management.
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