Rob Norton CRPC

Wealth Advisor
rob@capstonewealthadvisors.com
503-967-1980

I am fully invested in my clients. With more than 25 years of experience in the financial services industry, I am dedicated to helping my clients meet their financial needs. I strive to help each of my clients plan for a financial future in a way that best meets their family’s goals.

After Oregon State University, I worked for the US Senate, Committee on Finance, where I gained knowledge and experience in politics & policy. In 1995, I returned to Salem and began my career in the financial services industry. In 2012, I left Merrill Lynch and founded Capstone Wealth Advisors.

In creating Capstone Wealth Advisors, LLC, we have paired more than 100 years of combined experience with local ownership that is committed to our community. I take pride in owning a practice that puts clients first. Whether you are planning your retirement, trying to preserve your wealth, or building an effective retirement plan for your small business, I provide uncompromised advice tailored to your specific needs.

Shelly & I live in Salem with our son, Oscar. Away from the office, I coach kids sports, play golf, ride my bike, travel and enjoy time with my family.

CLICK HERE to schedule an appointment

Rob Norton ADV Part 2B

Jake Wihtol

Wealth Advisor
jake@capstonewealthadvisors.com
503-967-1980
I am an Oregon State University graduate with a degree in Finance. My work experiences from supporting clients to coordinating projects and working closely with different teams has taught me the value of communication, reliability, and truly understanding people's needs.  I am excited to help people achieve their financial goals and create a lasting relationship.
 
Outside of work I enjoy travelling, coaching basketball, golf, and spending weekends watching football with my family and dog. I value contributing to my community and keeping a fun and active lifestyle.