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Home > Financial Planner Directory > Oregon > Bend > James M. Conrads, CFP®, ChFC, MBA
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James M. Conrads, CFP®, ChFC, MBA

Capstone Wealth Management Group

1051 NW Bond St
Ste 200
Bend, OR 97701
Phone: (541) 330-0266
Fax: (541) 330-0254

Toll-free: (800) 267-5022

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Household Income Minimum: $0
Investable Asset Minimum: $500,000

Specialties
  • Comprehensive Financial Planning
  • Asset Allocation
  • Investment Management
  • Mutual Funds
  • Retirement
  • Stocks & Bonds

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.