Advice, powered by knowledge Wealth management that inspires confidence

Capstone Wealth Management Duncan E. McAllister, Gary Pratt, Brenda Berg, David M. Wehrman, Christopher W. Billingsley, Bijan Behboodi, Kent A. Ryland, Kaoru Shimmyo Yi, Kassie Gail Seitz, Nicholas Brendan Gill, Victoria Ann Liao

Capstone Wealth Management


phone

425-451-2300
800-831-8511



phone

855-253-7714



address

601 108th Avenue, NE
Suite 2000
Bellevue, WA 98004



Trusted financial advice is more important today than ever. As your Financial Advisors, your financial goals are the focus of everything we do. A comprehensive planning approach informs all of our conversations. It helps us learn all we can about you so we can address your most important priorities. And if your circumstances change over time, or new opportunities arise, we adjust your plan to make sure it's on track.

Whether you're looking to build wealth for the future, protect it for the next generation or create a giving strategy for the people and causes that mean so much to you, we are well-positioned with advice and a plan that will give you greater confidence to pursue all of your life goals.



Insights

Creating your legacy

Creating a legacy that lasts

Planning for the future

Planning for the future