Capstone Wealth Advisors, Llc
Founded in 2012, Capstone Wealth Advisors, LLC, is a Registered Investment Advisor created for one purpose: To provide uncompromised advice while serving the interests of our clients and their families. We are fully invested in our clients and strive to help them plan for a financial future to meet their goals. Whether you are looking for a more effective tax plan for your small business, mapping your retirement income, or trying to preserve your wealth, we will provide advice tailored to your pecific needs.
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Verified contacts
4
available on Kipplo
LinkedIn employees
7
1 to 10 range
Open roles
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Distinct roles
4
indexed titles
Tech stack
1
tools in use
Monthly traffic
93
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Decision-makers and verified team members
4 contacts with verified email or phone · masked until revealed.
- RN
Rob Norton
Senior Financial Advisor · Finance & Accounting
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Karla Hunter
Client Relationship Manager · Customer/Client Service
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Top roles at Capstone Wealth Advisors, Llc
4 distinct titles indexed · top 4 shown.
- 1client relationship manager
- 1client specialist
- 1senior finacial advisor
- 1senior financial advisor
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