Clarks Green Office
285 East Grove Street
Elevated Financial Planning
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. When we meet or exceed our client’s goals, we have reached our own.
At Capstone, our mission is simple. Provide honest, transparent financial advice to our clients.
We believe that the foundation of successful investing starts with the formulation of a carefully evaluated Financial Plan.
Our team has spent decades building client relationships and we look forward to helping you reach your financial goals
Our blog features advisor-created content which provides a unique perspective on the industry and up-to-date market commentary.
Inflation Cruises to a 40-Year High: The FED is on the Ropes
The CPI inflation rate reported this morning rose for yet another consecutive month in May by a full 1% taking the headline number to a staggering 8.6% as prices of almost every good and service in the economy remain stubbornly...
Nowhere To Hide: Stocks and Bonds Get Slammed After a Short-Lived “Fed Rally”
You know that it’s bad day when you see that the best performing stocks in the Dow Jones Industrial Average are just “less negative” than the rest of the market.
Us Economy and the Russian Invasion of Ukraine – The Clouds Are Rolling In
The first two months of 2022 have really made a dent in economic activity and the stock market at large. The S&P 500 Index, after a heroic run over multiple years has retreated almost 11.5%....
2022 CONTRIBUTION LIMITS
Retirement savers will be given a bit more flexibility when we flip the calendar to next year. Last week, the Internal Revenue Service (IRS) announced new contribution limits to various retirement....
Check out our blog to find advisor created market commentary, industry updates, and useful information for investors.
The Cycle of Investing
Fill out the form below and one of our team members will be in contact with you shortly.
What does it mean to work with a CFP® professional? Follow the link to learn more about the certification and what it means for you as a client.
Bringing value to your employer sponsored retirement plan.
Interested in working with our team? Follow the link and submit your request for a free consultation.
Keep up with your financial needs while avoiding common (and expensive) rollover mistakes. We put together this guide to help you potentially save thousands in taxes and fees, tips for speeding up retirement preparations, and critical mistakes to avoid.
Join our mailing list and get news and info to support your financial goals.