The Capstone Team
Serving the greater Salem, OR; Silverdale, WA; Bellevue, WA; and Wenatchee, WA areas.
Location
Salem, OR 97302 (503) 967-1970
A team behind every plan
At the Capstone Team, we understand that individuals face unique financial challenges at every stage of life. Together, we take the mystery out of crafting a plan for your perfect tomorrow. From retirement preparation to college savings and estate strategy, our comprehensive advising services focus squarely on your financial goals, no matter what they are.
The Capstone Team has decades of combined experience in financial services. Our professional advisors leverage their combined knowledge to help you toward your goals, explaining complex financial topics in an accessible way. No matter where you are on your journey, we can create a personalized plan, crafted with care, to help you cross your finish line. Reach out today to schedule a complimentary introductory meeting.
Meet Our Team
Every detail of your big picture
Beyond the six core areas of wealth management, we also offer specialized solutions including employee retirement account management, trust services, tax preparation, and business owner consulting. For businesses, we provide guidance for plan sponsors, plan participant education, and employee benefits programs.
Financial freedom in retirement is about creating a strategic plan for a viable, predictable, tax-efficient stream of income.
We offer investment guidance designed to strike a balance between risk/return and align with your financial goals.
Risk management is about being prepared. We can help verify that your current insurance policies fit your unique needs.
Every effective plan starts with an integrated tax strategy. Our team can help you manage your tax liabilities.
Our team can build a plan that reflects your passions and provides for your loved ones, now and in the future.
We will help you assess your situation, recognize and pursue opportunities, and craft a detailed financial plan.
Our offices, one team
The primary office is listed first, followed by the remaining offices alphabetically. The team serves clients from every office and meets virtually across the region.
Salem, OR
Salem, OR 97302
Silverdale, WA
Silverdale, WA 98383
Bellevue, WA
Bellevue, WA 98007
Wenatchee, WA
Wenatchee, WA 98801
What working together looks like
Discover
A no-cost conversation about where you are, what you own, and what you want money to do for the people you love.
Plan
A written plan covering income, tax, estate, and insurance — reviewed by a planner, a tax professional, and a strategist before you see it.
Implement
We put the plan to work: portfolios built to your risk tolerance, accounts consolidated, beneficiaries and documents aligned.
Review
Scheduled reviews each year — and a team that picks up the phone when life changes between them.
What we’re thinking about
5 Healthy Financial Habits to Help You Make Progress Toward Your Goals
Capstone Coffee Conversations
Newsroom and Resources
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One coordinated team, built around your plan
Our advisory teams work best with households that have $500,000 or more in investable assets.
Ready to talk now? Call 763-401-5685.
(Weekdays 8am–6pm Central)
Get your second opinion
Meet with us and get your complimentary, hand-crafted Wealth Blueprint to serve your financial goals.
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