About the Capstone Team

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.

Wealth Enhancement Group welcomes Capstone Wealth Advisors

By partnering with Wealth Enhancement, this team will be able to leverage our strengths and comprehensive service offerings so they can spend more time with their clients. With similar philosophies and values, this partnership strengthens our capabilities, deepens our resources, and improves our ability to serve our clients well for years to come.

Resources from our team

No results for "[current-page:query:keyword]"

We searched through our content archive and didn't find any matches.

Team locations

Salem - Madrona Ave, OR
2005 Madrona Ave SE, Salem, Oregon, 97302
Silverdale, WA
9615 Levin Rd NW, Ste. 100, Silverdale, Washington, 98383
Bellevue, WA
1409 140th Place NE, Suite 210, Bellevue, Washington, 98007
Wenatchee, WA
5 S Wenatchee Ave, Suite 220, Wenatchee, Washington, 98801

Your complimentary consultation

During your no-obligation meeting, you will:

public://2025-06/second-opinion-icon.svg

Get a second opinion on your financial situation

public://2025-06/meet-an-advisor-icon.svg

Be matched with a Wealth Enhancement advisor

public://2025-06/comprehensive-plan-icon.svg

Begin crafting a comprehensive financial plan

Already a client of Wealth Enhancement? Schedule your consultation in your client portal.

Meet with an advisor

Invalid phone number.

Tell us a bit about you.

By checking this box, you consent to receive text messages from Wealth Enhancement including information, appointment confirmation and reminders, marketing and service communications. Consenting to texts is not required to receive any service. To opt out from texts, reply STOP. For assistance, reply HELP. Message & data rates apply. Message frequency may vary. To learn more visit https://www.wealthenhancement.com/privacy

By providing your number, you consent to receive phone calls and text messages, including information, appointment confirmation and reminder, and service communications. Consenting to calls and texts is not required to receive any service. To opt out from texts, reply STOP. Message & data rates apply.

Barron’s - Top Mega RIA Firms 2024

Forbes - Top RIA Firms 2024

USA Today - Best Financial Advisory Firms 2025

CERTIFIED FINANCIAL PLANNERS (CFP®)

CERTIFIED PUBLIC ACCOUNTANTS (CPA)

JURIS DOCTOR (JD)

LOCAL OFFICES

USA Today: Awarded 4/23/25 for the five-year period ending January 2025. Barron’s: Awarded 9/16/24 for the period of 6/30/23 - 6/30/24. Forbes: Awarded October 2024 for the period of 3/31/23 - 3/31/24.