Bend, OR Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Capstone Wealth Management Group, Inc.
Team
Firm-wide stats for Capstone Wealth Management Group, Inc.
About
Capstone Wealth Management Group provides investment advisory and financial planning services to individuals (including high‑net‑worth clients), corporations, and retirement accounts. In addition to portfolio management, the firm also offers accounting services and delivers written financial plans as part of its planning engagements.
The firm constructs customized, diversified portfolios for individual clients using stocks, bonds, mutual funds, ETFs and occasional individual bonds, and employs fundamental and technical analysis, asset allocation, and independent research (e.g., Litman Gregory, Morningstar, Investech) to guide investment decisions. Accounts may be managed on a discretionary or non‑discretionary basis, are reviewed at least quarterly, and the firm periodically rebalances or adjusts holdings.
Capstone is distinctive among peers for combining accounting services with investment advice and for offering financial planning on both hourly and fixed‑fee bases, with the option to offset planning fees if clients engage the firm for portfolio management. The firm uses Pershing as custodian, generally implements client trades separately rather than blocking/aggregating orders, and does not serve as a private fund adviser.
Expertise
Location
404 SW Columbia Street, Suite 230
Bend OR 97702
Advisors at this office
4
Advisors at this office
Devon G
Series 65
Bend, OR
Capstone Wealth Management Group, Inc.
Devon Gaines is a financial advisor at Capstone Wealth Management Group, Inc. in Bend, OR, with 17 years of industry experience. He holds the Series 65 designation and has been associated with Capstone entities since 2009. Outside of his advisory role, he operates as a CPA under Devon A. Gaines CPA. Capstone Wealth Management Group provides investment advisory and financial planning services to individuals, corporations, and retirement accounts. The firm combines accounting services with portfolio management and offers customized, diversified portfolios guided by fundamental and technical analysis, with regular account reviews and rebalancing.
Loren G
CFP®, Series 63, Series 66
Bend, OR
Capstone Wealth Management Group, Inc.
Loren Gard is a CFP® with 24 years of industry experience currently serving at Capstone Wealth Management Group, Inc. He has been with Capstone Wealth Management Group, LLC since 2006 and continues his advisory role with the affiliated team firm. Capstone Wealth Management Group provides investment advisory and financial planning services to individuals, corporations, and retirement accounts. The firm offers customized, diversified portfolios and combines accounting services with investment advice, delivering financial planning on both hourly and fixed-fee bases.
Tiffany F
Series 63, Series 65
Bend, OR
Capstone Wealth Management Group, Inc.
Tiffany Forste is a financial advisor at Capstone Wealth Management Group, Inc. in Bend, OR, with three years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Northwestern Mutual Investment Services LLC and Double Haul Wealth Management Group, LLC. Outside of advising, she is involved in property management as the owner of a rental condominium. Capstone Wealth Management Group provides investment advisory and financial planning services to individuals, corporations, and retirement accounts. The firm offers customized portfolios using a range of securities and combines accounting services with investment advice, delivering financial plans on both hourly and fixed-fee bases.
James C
CFP®, Series 66
Bend, OR
Capstone Wealth Management Group, Inc.
James Conrads is a CFP® with 22 years of industry experience, currently serving as an advisor at Capstone Wealth Management Group, LLC. He has worked with Capstone since 2003 and also has experience at Pacific West Securities, Inc. Conrads holds the Series 66 designation. Capstone Wealth Management Group is an SEC-registered advisory that provides individualized portfolio management and comprehensive financial planning to individuals, retirement accounts, and businesses. The firm manages approximately $233 million in assets, offering customized investment strategies that incorporate fundamental and technical analysis across various asset classes, with regular account reviews and rebalancing.
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