Advisor at Capstone Wealth Advisors, LLC
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Firm
Capstone Wealth Advisors, LLC
Location
Salem, OR 97301
Credentials
Series 66
Industry experience
25 years
Robert Norton is a financial advisor at Capstone Wealth Advisors, LLC in Salem, Oregon, holding a Series 66 designation with 25 years of industry experience. He worked at Wells Fargo Advisors Financial Network, LLC from 2012 to 2017 before joining Capstone Wealth Advisors, where he has been since 2012. Norton has a partial ownership interest in SKYWALKER LLC, a commercial real estate business supporting wealth management practice clients. Capstone Wealth Advisors serves individual and high-net-worth clients as well as businesses, providing comprehensive financial planning and investment advisory services. The firm employs a long-term, balanced, and disciplined investment approach, managing roughly $230 million in client assets with a small team and no stated account minimum.
Based on Capstone Wealth Advisors, LLC
Estimated range from $500 to $10,000 depending on project complexity and scope
$0+: 0.10% unspecified - unspecified: up to 1.5%
$100 to $750 per hour depending on project complexity and expertise
388 State Street, Suite 700
Salem, OR 97301
Oregon · Texas
Capstone Wealth Advisors, LLC
2017 - Present (9 years)
Capstone Wealth Advisors, LLC
2012 - Present (14 years)
Wells Fargo Advisors
2012 - 2017 (5 years)
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Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®
Salem, OR
Collective Wealth Planning
My work as a financial planner is grounded in two core values: growth and connection. I believe financial planning is most powerful when it helps people grow into the next chapter of their lives and reconnect with what matters most to them. I’ve lived in Oregon most of my life, have called Salem home since 2007, and have worked in financial planning since 2013. I bring both technical expertise and deep local knowledge to my work, particularly for retirees and Oregon public employees navigating complex benefit decisions. Money is both practical and emotional, so my approach runs in parallel: we work through the numbers and the human side of financial decisions. My role is not to dictate outcomes, but to serve as a facilitator and guide—helping clients co-create a financial plan that supports their values, priorities, and sense of purpose.
Series 63, Series 66
Salem, OR
Difi Advisory
CFP®, Series 66
Salem, OR
Capital Financial Planners
Series 65
Salem, OR
JH Advisors
Series 66
Salem, OR
JGC Tax & Wealth Management
Series 65
Salem, OR
JGC Tax & Wealth Management
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