Capstone Wealth Partners
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 closely with you and your family to craft an integrated college, retirement, and investment plan. CWP is an independent fee-only Registered Investment Adviser (RIA). We are only compensated in one way – directly by our clients. In order to avoid conflicts of interest, we accept no commissions and work strictly within in a fee-for-service model.
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Verified contacts
5
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LinkedIn employees
6
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Distinct roles
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Decision-makers and verified team members
5 contacts with verified email or phone · masked until revealed.
- BL
Bud Lavery
Financial Planner · Finance & Accounting
EmailPhone - RS
Ryan Sheppard
Partner & Financial Planner · Finance & Accounting
EmailPhone - JM
Joe Messinger
Tm · Other
EmailPhone
Showing 3 of 5 verified contacts
Top roles at Capstone Wealth Partners
5 distinct titles indexed · top 5 shown.
- 1customer experience manager
- 1financial planner
- 1partner & financial planner
- 1president
- 1tm
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