Custom-tailored Financial Services for Your Retirement

Transparent and Objective Financial Guidance and pension planning to help you make the most of your BP or Hilcorp benefits.

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Our Firm & Services

Our team at Capstone Wealth Advisors in Bellingham, Washington specializes in 401(k) & retirement planning. With over 30 years industry experience combined, our team is widely recognized as a leading and trusted advisory team with 401(k) plans, pension funds, stock options and grant programs as well as other deferred compensation plans offered throughout the industry.

We Serve Individuals in All Areas of Financial Planning

Wealth Management
Risk Management
Comprehensive Retirement Analysis
Tax Management
Estate Planning
Education Funding

Make the Most of Your Benefits

Our team provides the most current information on your Benefit Plan options. We help ensure you are maximizing all retirement plan avenues available within your employer plan. We assist our clients in properly allocating their retirement funds to fit their risk tolerance and retirement planning goals. It is imperative as an employee you understand how to maximize your contributions so you don’t leave employer money on the table.

Your BP Benefits

We help ensure you are maximizing all retirement plan avenues available within your BP Benefit Plan options.

Your Hilcorp Benefits

Taking the guesswork out of which investment options to select in your Hilcorp Energy Company retirement plan benefits.

Retirement Plan Specialists

We help clients navigate the ever-changing realm of retirement planning in a way that is straight forward and concise.

Fiduciary Advisors

Meet Our Team

Tyler E. Ryan

Lettie E. Sihota (Vigoren)

Lauryn A. Vogt

What is a Fiduciary Advisor & Why Does it Matter?

An Advisory Team You Can Trust

Capstone Wealth Advisors are bound to the fiduciary standard and are legally obligated to act in the best interest of our clients as required by the Securities and Exchange Commission (SEC). A Fiduciary Advisor is someone who acts on behalf of another person or persons to manage assets with good faith and trust. As Fiduciaries, we always act in the best interest of our clients not only because it is a requirement by law but, because it is the right thing to do.

Our Registered Investment Advisory firm (RIA) charges a fee-only and does not accept funds from investment companies. We only charge for the management of your assets. Unlike a broker-dealer, we do not sell company investment products and commissions are not influenced by our recommendations. We believe in taking a long-term relationship with our clients and making sure when you do well, we do well.

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