Allen Montgomery

President at Capstone Wealth Partners

Allen Montgomery's Professional Contact Details

Email (Verified)

****

Get Email Address

(614) 754-7805

Location

Lakeland, Florida, US

Company

Capstone Wealth Partners

Person Seniority

Allen Montgomery's Current Company Details

Capstone Wealth Partners

Dublin, Ohio, US • 4 Employees

investment management

We help families create a comprehensive college funding plan to maximize financial aid, minimize taxes, and effectively save for retirement at the same time. Most financial advisors want to immediately talk about managing your investments or sell you insurance. We approach things differently. We begin by talking about what is most important to you â€“ your family â€“ and help you make sure your kids get a great education. Our Capstone Advisorsâ„¢ work closely with you and your family to craft a well thought out and integrated college, retirement, and investment plan. CWP is an independent Fee-Only Registered Investment Adviser (RIA). We are only compensated in one way â€“ directly by our clients. In order to avoid all conflicts of interest, we accept no commissions and have no affiliation with any bank, brokerage, wirehouse, investment firm, or insurance company.

Founded Year

2009

Organization Website

capstonewealthpartners.com

Organization Languages

English

Organization Revenue

1400

Current Technologies

gmail

blue host

google apps