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“At Capstone, we believe financial planning is not a product to be sold, but, rather, it is a uniquely personalized process, specific to each of our clients’ individual needs.  We are held to a strict fiduciary standard and, by law, are required to put our clients’ best interests at the forefront of our planning process, from start to finish.”

Bryan Kupchik

Bryan A Kupchik CFP®, APMA®

Co-Founder, Certified Financial Planner™, APMA®, Wealth Manager, Chief Compliance Officer

(570) 587-7800

(570) 587-5822

Robert Schultz

Robert G Schultz

Co-Founder, Wealth Manager

(570) 587-7800

5705875822

Theresa Chekan

Theresa F Chekan

Administrative Associate

570-587-7800

570-587-5822

The Headline Risk Is Back

Earlier this year on February 6th, I remarked about the two day, 1,000 + point swoons hitting the markets and suggested that the volatility is likely to continue for weeks to come.   I also mentioned that headline risk is likely to continue on, causing future shocks to the markets.  Over the last two days, we saw that volatility hitting hard once again with the Dow Jones industrial Average plummeting another 1,000+ points in the last two trading days alone...

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Lackawanna College: Prepared for the Future Through a Look Back in Time

On Thursday, March 15th, I had the opportunity to participate in a speed networking event with students from Lackawanna College in Scranton, Pennsylvania.  As an alumnus, I was truly honored to give back to the institution that gave to me so much more than an education and an opportunity to thrive in collegiate sports.  As I spoke with several of the students, I reflected back on my days at the college and realized just how much the education and physical training I received prepared me for a journey that ultimately led to a career in professional sports.

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SERVICE MATTERS...ARE YOU GETTING ENOUGH FROM YOUR FINANCIAL ADVISOR?

The services rendered by a financial advisor are paramount to a successful plan and will either substantiate, or cause an investor to second guess, fees and expenses that are charged.    In large part and from our perspective, many advisors claim to provide financial planning services, but their process, in many cases, are “cookie cutter” programs that may not address or may leave out specific client needs.  At Capstone, our approach to financial planning is structured and holistic.  It compels our financial planners to ask the right questions to determine specific objectives.  Different investors have different needs and not all financial plans are created equal.  

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Welcome to Capstone Wealth Management Group LLC

Capstone Wealth Management Group, LLC is a registered investment advisory firm headquartered in Clarks Summit, Pennsylvania but services clients across the entire United States of America.  We provide wealth management and financial planning services to individuals, families, business owners, charitable endowments, foundations, corporations and other institutions. 

Through our affiliation with LPL Financial, we have access to independent research and resources that allow us to impartially recommend investment products and services to our clients.  As a result, there are no conflicts of interest that exist when we provide advice.  Additionally, our compensation is not tied to any revenue-sharing agreements, but, rather, it is tied to the performance and value of our clients' investment accounts. 

At Capstone Wealth Management Group, LLC, we view wealth management in terms of the advice and services that we provide, rather than in terms of a product being sold.  The services that we provide include, but are not limited to, investment planning, retirement income planning, education funding, insurance and risk analysis, tax planning and estate planning.  These services are offered to all of our clients regardless of the monetary value of the accounts that we manage on their behalf. 

We implement a multi-step process when providing services to clients and that process begins with a "financial mission".  Once that mission is identified and embraced, we consider all relevant environmental information and use objective analysis along with rational judgment to make effective, responsible and sufficient financial planning decisions. 

Contact us today at 888-587-7526 or at (570) 587-7800 to discuss your financial planning needs. 

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