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.
2022: Worst Year Since 2008…What Now?
2022 was brutal. Stocks closed out the year with the S&P 500 finishing in bear market territory after falling 0.25% on its final day of trade – closing out 2022 down 20%. The Dow Jones Industrial Average faired a tad better on a relative basis, but still lost almost 9% for the year, while the tech-heavy Nasdaq was battered, plummeting over 33%...
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%....
Check out our blog to find advisor created market commentary, industry updates, and useful information for investors.
The Cycle of Investing
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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.
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