Capstone Wealth Partners Information
Get Verified Emails For Capstone Wealth Partners
Contact top employees from
Capstone Wealth Partners
Summary
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...Show more
Organization Website | capstonewealthpartners.com |
Social Links |    |
Phone Number | 614-754-7805 |
Industries | |
Headquarters Location | 6037 Frantz Rd., Dublin, OH, 43017 US |
Employees Size | 1-10 employees |
Specialties | College Funding, Financial Goal Planning, Investment Management |
Founded | 2009 |
Competitors
Founded | Type | Employees | Revenue | Funding | |
|---|---|---|---|---|---|
| 1999 | Privately Held | 25 - 100 | 6.2M | $0 | |
| 2017 | Privately Held | 100-200 | - | $- |
Employees Turnover 4 quarter 2025
Length of Employment
Employee tenure at Capstone Wealth Partners shows a diverse range of experience levels:
50% for 5–7 years50% have over 11 years of service at Capstone Wealth PartnersDiscover More
Contact top employees from
Capstone Wealth Partners
Joe Messinger
Partner & Director of College Planning
Ryan Sheppard
Partner & Financial Planner
Companies Similar to Capstone Wealth Partners
FAQ
Capstone Wealth Partners operates in the Portfolio Management industries. More details can be found on the official website: capstonewealthpartners.com.
The headquarters of Capstone Wealth Partners are located in Dublin, United States.
You can contact Capstone Wealth Partners by phone at 614-754-7805.
Capstone Wealth Partners currently employs 1-10 people.
Well-known competitors of Capstone Wealth Partners include DWP and Signature Wealth Group.
Data Privacy
GDPR COMPLIANT
SignalHire complies with the General Data Protection Regulation (GDPR). SignalHire follows GDPR requirements, including but not limited to rights of data subjects to access, correct, or delete their personal information and supports the right to be forgotten.
CCPA COMPLIANT
SignalHire is CCPA-compliant and provides California residents the right to know, access, opt out, and request deletion of their personal data.
