Serving clients throughout Puget Sound and beyond.
To steward the financial wealth of our clients
To protect the interests of owners and beneficiaries
To empower clients in the wealth transfer process
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. Founders and owners Patrick McClelland, Sandra Drennon and Steven Elliott feel privileged to partner with grantors, beneficiaries, attorneys, CPAs and advisors in helping to steward wealth for the well-being and benefit of others.