About Us

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

 

Meet the Team

Our Story

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.

COVID-19 COMPANY STATUS

We at Capstone Trust recognized that these are challenging and unprecedented times. Ramifications from the COVID-19 outbreak are being felt in communities around the world and ours is no exception. Given that new reality, we want to underscore the fact that CAPSTONE Trust and its people are safe, working remotely and continuing to perform the essential function of administrating trusts and settling estates. We stand ready to serve our market and are fully capable of meeting remotely with clients and advisors as we seek to be of service. For more information, please do not hesitate to contact us at 360-515-0281 or info@capstonetrust.net.