Serving clients throughout Puget Sound and beyond.

Our Mission

To steward the financial wealth of our clients

To protect the interests of owners and beneficiaries

To empower clients in the wealth transfer process

Our Story

CAPSTONE Trust was established on the simple premise of filling an unmet need for professional fiduciary services that still allows the client to maintain their ecosystem of other advisors, counselors and attorneys.  We feel privileged to partner with grantors, beneficiaries, attorneys, CPAs and advisors in helping to steward wealth for the well-being and benefit of others.

Contact Us