CAPSTONE Trust Information

CAPSTONE Trust | 59 followers on LinkedIn. Steward, Protect, Empower | 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 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. CAPSTONE Trust is that entity and we're grateful for the opportunity to serve our community as a local, boutique provider of fiduciary services.