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. By meeting and exceeding our client’s goals, we have reached our own.
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....
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4 Elements of an Estate Strategy
We create financial strategies tailored to your goals.
A sound financial roadmap is just the start.
Bringing value to your employer sponsored retirement plan.
Financial advice for every situation.
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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