Wealth is another name for<em> freedom.</em>

Wealth is another name for freedom.

And freedom demands a plan.

You choose a life beyond the ordinary. You want to achieve more, and live a richer, more fulfilling life.

At Capstone Partners, we provide holistic wealth and risk management services to craft a financial plan that can help you realize your vision.

View Our Customer Relationship Summary

  • What does a fulfilling life mean to you?

    Your financial strategy is about a lot more than wealth. It’s about pushing yourself further and aiming above the mark. Testing the limits of your vision. That’s why we take the time to get to know who you are. To identify your true ambitions, your worries, and your current reality. This way your plan delivers more than returns.

  • Does your plan think as big as you do?

    We create a strategy from the ground up with the same freedom and independence that you want out of it. No proprietary products or conflicts of interest means we only consider what’s best for you. Alongside you, we design a plan of action that challenges you to arrive at the tomorrow you want, so you have the peace of mind to enjoy the now. 

  • Who’s holding you accountable to your vision?

    A unique and holistic financial plan takes a roster of professionals. We assemble a team of industry-leading pros based on your needs to coach and push you to execute on your ambitions. Our deep bench of talent will ensure you feel equipped for, and in complete control of your financial life.

The <br />Dynamo.

The
Dynamo.

 
You're busy building a life.

 
You want to be sure you’re maximizing your potential and planning for a future that affords you the life you dreamed of. We can build a plan that not only helps to grow equity for you and your family, but also helps to protect them from the unexpected.

The<br /><em>Leader.</em>

The
Leader.

 
It could be time to ask yourself what you want next out of life. 

 
What your legacy will be, and who you are building it for. We will craft a plan of action to help preserve and maximize your lifestyle through retirement, and to protect your family.

The <br /><em>Luminary.</em>

The
Luminary.


You've realized your vision.

 
Now you want to direct the wealth you’ve amassed to do great things. We will assemble a team dedicated to maximizing what you’ve built and continuing your legacy. With savvy investments, estate planning, tax strategies, and philanthropy, you can truly build something that inspires.

We share your <em>vision</em>.

We share your vision.

In order to challenge you to get more from life, we first challenge ourselves.

Together,
good people make
a great team.

LEADERSHIP

Dale Clarke

Dale Clarke

Financial Services Professional

Doug Gold, AWMA®

Doug Gold, AWMA®

Financial Services Professional

Frank Lowery

Frank Lowery

Financial Advisor

Greg Avallon, CFA 

Greg Avallon, CFA 

Financial Services Professional

Haley Gray, AIF®

Haley Gray, AIF®

Financial Planner

Hans  Seitz

Hans Seitz

Financial Advisor

Ira Hermann, CLU®,  ChFC®

Ira Hermann, CLU®,  ChFC®

Financial Services Professional

Jeffrey Bush, CLTC

Jeffrey Bush, CLTC

Financial Services Professional

John  Stone

John Stone

Financial Services Professional

Jonathan  Markos

Jonathan Markos

Financial Advisor / Investment Advisor Representative

Jordan  Jones

Jordan Jones

Financial Services Professional

Kevin Dykes

Kevin Dykes

Financial Services Professional

Laura Olmedo

Laura Olmedo

Financial Advisor

Melissa Edelman-Lang, CLU, ChSNC, CLTC

Melissa Edelman-Lang, CLU, ChSNC, CLTC

Special Care Planner & Financial Advisor

Mollie Lehman, MBA

Mollie Lehman, MBA

Financial Planner

Oleg  Metsaev, MBA

Oleg Metsaev, MBA

Financial Planner

Patrick Menerey, CFP®

Patrick Menerey, CFP®

Financial Advisor

Robbie Blauer, CRPC®, CMFC

Robbie Blauer, CMFC, CRPC 

Financial Services Professional

Steve Dark

Steve Dark

Financial Services Professional

Steve Dyches, JD

Steve Dyches, JD

Financial Advisor

EXECUTIVE TEAM

Andrew  Moore

Andrew L. Moore

Chairman / Founder

Brady Murray, CFP®

Brady Murray, CFP®

Managing Partner Utah

Joy Avedesian

Joy Avedesian

Managing Partner Colorado/Rocky Mountains

Scott   Grove,  LUTCF®, CLTC

Scott C. Grove

Managing Partner California/ Nevada

Van   M. Hess

Van M. Hess

Managing Partner California/ Nevada

PROFESSIONAL DEVELOPMENT TEAM

Andrew Moore Jr.

Andrew Moore Jr.

Brokerage Managing Director

David   Bennett, CFP®, CLU®, PFP, CFS

David W. Bennett, CFP, CLU, CFS

Director of Compliance, Agency Supervisory Officer

Diljeet Masuda

Diljeet Masuda

Managing Director, Las Vegas

Jonathan  Gruber, CFP ®, ChFC ®

Jonathan Gruber, CFP ®, ChFC ®

Managing Director, Century City

Mary Swenson

Mary Swenson

Director of Business Development, Rocky Mountains

Nacole Light

Nacole Light

Director of Operations, Rocky Mountains

Neilie MacDiarmid

Neilie MacDiarmid

Chief Operating Officer

Phil  Blum, LUTCF®

Phil Blum, LUTCF®

Director of Wealth Management

Scott Primm

Scott Primm

Managing Director, Utah

Tim  Denton

Tim Denton

Sr. Managing Director, Orange County

The Rule of 72

The Rule of 72

Learn More
Are You Over Saving and Under Living?

Are You Over Saving and Under Living?

Learn more
How To Build A Moat Around Your Financial Castle

How To Build A Moat Around Your Financial Castle

Learn more
California

California

Newport Beach

4695 MacArthur Court Suite 1000
Newport Beach, CA 92660

Office: (949) 660-1717
Fax: (949) 660-1991

Mon-Fri: 8:30 AM - 5:00 PM
Sat-Sun: By Appointment

Century City

1888 Century Park East Suite 150
Los Angeles, CA 90067

Phone: (310) 407-2800
Fax: (310) 284-6632

Mon-Fri: 8:30 AM - 5:00 PM
Sat-Sun: By Appointment

Bakersfield

5001 California Ave Suite 105
Bakersfield, CA 93309

Phone: (661) 864-7426
Fax: (661) 843-7540

Mon-Fri: 8:30 AM - 5:00 PM
Sat-Sun: By Appointment

Pasadena

150 North Bonnie Ave.
Pasadena, CA 91106

Phone: (626) 737-9066
Fax: (626) 593-4894

Mon-Fri: 8:30 AM - 5:00 PM
Sat-Sun: By Appointment

Palm Springs

777 E. Tahquitz Canyon Way, Suite 200-42
Palm Springs, CA 92262

Phone: (760) 833-3193

Mon-Fri: 9:00 AM - 5:00 PM
Sat-Sun: By Appointment

Newport Beach

Century City

Bakersfield

Pasadena

Palm Springs

Rocky Mountains

Rocky Mountains

Billings

490 North 31st Street, Suite 118
Billings, MT 59101

Phone: (406) 208-5973




Cheyenne

221 E 21st Street
Cheyenne, WY 82001

Phone: (307) 632-9281

Mon-Fri: 9:00 AM - 5:00 PM
Sat-Sun: By Appointment

Colorado

Montana

Wyoming

Utah

Utah

Lehi

2901 West Bluegrass Blvd, Suite 320
Lehi, UT 84043

Phone: (801) 943-6277
Fax: (801) 733-9565

Mon-Fri: 8:30 AM - 5:00 PM
Sat-Sun: By Appointment

St. George

2617 E 3330 S
St George, UT 84790

Phone: (435) 313-7810

Mon-Fri: 8:30 AM - 5:00 PM
Sat-Sun: By Appointment

Logan

3125 North Main St., Suite 102
North Logan, UT 84321

Phone: (435) 787-4581

Mon-Fri: 8:30 AM - 5:00 PM
Sat-Sun: By Appointment

Clearfield

1436 S Legend Hills Dr, Suite 324
Clearfield, UT 84015

Phone: (801) 989-4380

Mon-Fri: 8:30 AM - 5:00 PM
Sat-Sun: By Appointment

Murray

746 E Winchester St, Suite 140
Murray, UT 84107

Phone: (385) 474-7980
Fax: (385) 474-7983

Mon-Fri: 8:30 AM - 5:00 PM
Sat-Sun: By Appointment

Lehi

St. George

Logan

Clearfield

Murray

Nevada

Nevada

Las Vegas

1700 South Pavilion Center Dr, Suite 320
Las Vegas, NV 89135

Phone: (702) 791-0200
Fax: (702) 791-5121

Mon-Fri: 8:30 AM - 5:00 PM
Sat-Sun: By Appointment

Las Vegas