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 created based on the simple premise of filling an unmet need. In the course of their work as financial advisors with CAPSTONE Investment Group, LLC, financial advisors Patrick McClelland, Sandra Drennon and Steven Elliott are repeatedly asked to: help settle clients’ estates, serve as trustees, manage client assets in perpetuity for special needs beneficiaries or undertake other tasks requiring a separate entity from which to provide such services. With the desire to meet these needs and with the leadership of the CAPSTONE Investment Group partners, Full Board including Senior Trust Officer Gordon Shewfelt, and Trust Officer Julia S. Watson CAPSTONE Trust was born.
