Business Information
Bellingham based financial planners, Capstone Wealth Advisors focus on wealth management, risk management, retirement planning, tax management, estate planning, and education funding services. From our Bellingham, WA office, we serve Whatcom County clients in Ferndale, Lynden, Blaine, Everson, Birch Bay, and Fairhaven, in addition to our client-base across the U.S. 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 form long-term relationship with clients, making sure when you do well, we do well.

Opening Times
Mon 08:30 AM-5:00 PM
Tue 08:30 AM-5:00 PM
Wed 08:30 AM-5:00 PM
Thu 08:30 AM-5:00 PM
Fri 08:30 AM-5:00 PM
Sat
Sun

Payment Methods Accepted

Map location Select here to view map

Editing or updating this listing

Update your details here if you are unaware of any log-in information for this listing.

Disclaimer

Opinions expressed within reviews are those of the individual author and are not the views or opinions of Lowi Ltd, My Local Services or any of its employees.

If you have an issue with any review comments then please fill in the review issue form and include as much detail as possible.

Incorrect data:
If you want to report incorrect information on this web page, then please contact us and outline the issue. We aim to resolve most problems within one business day.