top of page

Allen Montgomery

Principal, Senior Advisor & Portfolio Manager

Allen has been actively managing individual client portfolios for more than 35 years and currently oversees a significant portion of Capstone Wealth Management’s client assets. Throughout his career, he has guided clients through some of the most challenging and unpredictable market environments in modern history.


His experience spans full market cycles - from the early 1990s through the dot-com bubble, the global financial crisis, the pandemic, and the inflation-driven bear market of 2022. Allen’s long-term perspective and disciplined approach help clients stay focused, avoid emotional decision-making, and navigate market uncertainty with confidence.

Allen Montgomery
Capstone Wealth Management Logo

© 2026 Capstone Wealth Management Corp. · SEC-Registered Investment Adviser

Capstone Wealth Management Corp. is an SEC-registered investment adviser. Registration does not imply a particular level of skill or training. This site is informational only and is not personalized investment, tax, or legal advice. Investing involves risk, including possible loss of principal. Past performance does not guarantee future results. See our Form ADV for full details on services, fees, and conflicts of interest.

bottom of page