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.
Meet Our Team
What is a Fiduciary Advisor & Why Does it Matter?
Get a Call Back
Request Call Back
Let us know how we can help you.