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

Advisory services are offered through Capstone Wealth Management Corp. Registration with the SEC does not imply a certain level of skill or training. Please refer to our Form ADV for additional information about our services, fees, potential conflicts of interest, and firm or individual backgrounds. Information on this website is for informational purposes only and should not be construed as personalized investment, tax, or legal advice.  All investing involves risk, including the potential loss of principal. Past performance does not guarantee future results.
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