Capstone Wealth Advisors, LLC, is proud to announce the addition of 2 new advisors and the opening of new offices in Bellevue and Wenatchee, Washington.
Steve Hoglund joins Capstone from Path Wealth Management and will be working in the Bellevue and Wenatchee offices. Steve has been an advisor at PATH for six years and in the financial industry for twenty years. Steve carries the CFP designation.
Kos Takahashi has been an advisor at Waddell & Reed for the past five years, and has been in the financial services industry as a CPA and/or investment banker for twenty years. Kos carries the CFP designation and is also in the Bellevue office. Together, they manage approximately 125MM.
Capstone Wealth Advisors, LLC, is a fully independent RIA practice, headquartered in Salem, Oregon. They now have offices in Salem, Las Vegas, Bellevue, and Wenatchee. Capstone was founded in 2012 and has seen over 16% growth per year over those 6 years. “Our growth is proof of the good work we are doing for clients and advisors,” added owner, Rob Norton. “These are the sixth and seventh practices that we have transitioned to independence. We take pride in that work.”
Capstone is positioned for continued strength as the marketplace is moving toward an independent, transparent investment style. As their competition continues to utilize commissions, hidden costs, etc., Capstone has made the decision to work as a Fiduciary, serving their clients rather than a brokerage firm. Owner Ryan Skogstad added, “Our goal is to support advisors with $1 Billion in assets by 2020. Because of our unique technology platform, pricing, and ability to adapt, we are on track.”
Capstone Wealth Advisors