“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.”
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.
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