Capstone Wealth Management Group, LLC To the Next Level
 









Financial Planning

Asset Management
Capstone Financial Services

Wealth Management

Tax & Business
Services
Pacific Equity Advisors
Our Asset Management Program offered exclusively through Capstone Financial Services, Inc.*

Capstone Financial Services, Inc.
121 NW Greenwood Avenue STE 101
Bend, OR 97701

541/330-8979
Toll Free: 800/267-5022

Emai: kevin@capstonewmg.com

Capstone Financial Services, Inc

   
 
Kevin Serrapede, CFP®
Financial Advisor 
 

Securities Offered Through Pacific West Securities, Inc. Member NASD/SIPC. 555 S. Renton Village Place Suite 700 Renton, WA 98055 (425) 271-3550


*AFFILIATION DISCLOSURE: Securities for Capstone Financial Services, Inc. are offered through Pacific West Securities, Inc. (PWS) Member NASD/SIPC. Advisory Services are offered through Capstone Wealth Management Group LLC, A Registered Investment Advisor. Capstone Wealth Management Group, LLC and Capstone Financial Services, inc. are independent of each other and not legally, bound, associated or part of the other. Kevin Serrapede, Loren Gard, Lance Brant, David Savage and Mike Conrads are all licensed to offer securities through PWS. The strategic alliance with each entity and individual is an effort to provide efficient services to our common customers as a group of professionals. We do not share information without express permission of our customer. The services rendered in any given capacity are through the individual license held by that individual and not any entity listed above


Capstone Wealth Management Group, LLC is a Registered Investment Advisor

CFP®and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.