Clarks Green Office

285 East Grove Street

Clarks Green, PA 18411

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<strong>How Can We Help You</strong>

How Can We Help You

Capstone Wealth Management Group takes a holistic approach to financial planning. We believe in face-to-face cooperation, the value of relationships, and the importance of truly being one phone call away. Our time and attention is openly available to our clients regardless of account size, and we make it our mission to fully understand each individual’s unique situation. In getting to know our client’s core set of values, we are able to formulate a plan that aligns with their personal vision of financial wellness. At Capstone, we believe that our success is not only measured by quantitative factors, but by the level of satisfaction our clients feel about their interactions with our firm. By meeting and exceeding our client’s goals, we have reached our own.

Our Mission

Our Services

Meet Our Team


Holistic Wealth Management

We create financial strategies tailored to your goals.

<span id="_mce_caret" data-mce-bogus="1"></span>Creating A Plan

Creating A Plan

A sound financial roadmap is just the start.

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<strong>Fiduciary 401(k) Management</strong>

Fiduciary 401(k) Management

Bringing value to your employer sponsored retirement plan.

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<strong>Why Choose a CFP</strong>

Why Choose a CFP

Financial advice for every situation.

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Download our Free Social Security Ebook!

Navigating the ins and outs of Social Security can be confusing. Luckily, we're here to help. This Ebook has the tools you need to get started developing your Social Security strategy.


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