What departments does Capstone Wealth Partners have?

Capstone Wealth Partners has employees across 2 departments including Marketing, Finance.

What is the largest department at Capstone Wealth Partners?

The largest department at Capstone Wealth Partners is Marketing with 1 employees.

Where are Capstone Wealth Partners employees located globally?

Capstone Wealth Partners has employees across 1 continents and 1 countries including United States Of America.

How has Capstone Wealth Partners's team size changed over time?

Capstone Wealth Partners's team has grown from approximately 3 to 4 employees based on available data.

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Capstone Wealth Partners Employee Directory

Investment ManagementOhio, United States2-10 Employees

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.

Capstone Wealth Partners Global Highlights

North America
6

United States Of America
6

Capstone Wealth Partners's Leadership

A. M.
President
Mobile Phone
Email
J. M.
Partner & Director Of College Planning
Mobile Phone
Email
M. C.
Marketing Director
Mobile Phone
Email
B. L.
Financial Planner
Mobile Phone
Email

Capstone Wealth Partners Employee Metrics

100%

50%

2026

2025

Banking
Accounting
Administrative
Analytics
Arts & Design
Other

Contact profiles from Capstone Wealth Partners

Name

Title

Contact Info

Location

Last Update

J. M.
Partner & Director Of College Planning
Mobile Phone
Email
United StatesGeorgia
Apr 15, 2026
A. M.
President
Mobile Phone
Email
United StatesFlorida
Mar 30, 2026
M. C.
Marketing Director
Mobile Phone
Email
United StatesGeorgia
Apr 17, 2026
B. L.
Financial Planner
Mobile Phone
Email
United StatesColorado
Apr 16, 2026

Frequently Asked Questions

What is Capstone Wealth Partners known for?

Capstone Wealth Partners was founded in 2009 operates in the Investment Management industry. The company's main headquarters is located in 6037 Frantz Road Suite 104 Dublin, Ohio 43017 United States. Explore Capstone Wealth Partners's company overview page for more information.

What is Capstone Wealth Partners's most common email format?

Capstone Wealth Partners employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Capstone Wealth Partners email formats with LeadIQ.

How many employees does Capstone Wealth Partners have currently?

Capstone Wealth Partners has approximately 6 employees as of March 2026. These team members are located across 1 continents, including North America.

Who are Capstone Wealth Partners's key employees and leadership?

As of March 2026, Capstone Wealth Partners's key employees include:

President: A. M.
Partner & Director Of College Planning: J. M.
Marketing Director: M. C.
Financial Planner: B. L.

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Capstone Wealth Partners Employee Directory

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