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 pursue your financial goals
Our blog features advisor-created content which provides a unique perspective on the industry and up-to-date market commentary.
2023 – Some Perspective on a Magnificent Year!
In 2022, the markets got killed. The S&P 500 lost nearly 20%, the Nasdaq Composite Index crashed over 33%, and the bond market, for the first time in 46 years, suffered a double-digit hit, plummeting nearly 15% on the year. As...
US Debt Downgrade: A New Decade – Same Problems?
Fitch Ratings downgraded the United States of America's Long-Term Foreign-Currency Issuer Default Rating (IDR) from 'AAA' to ‘AA+’. At the same time, and despite that downgrade, the agency changed its...
The Ghosts Of ’08-’09 May Be Surfacing, Is A Financial Crisis Looming?
If you’ve been reading my blog posts over the past 15 months, you should know clearly that the advisors at Capstone Wealth Management Group have been observing caution and making investment adjustments to lower overall risk in...
SECURE Act 2.0: An Overview
From the worst bond market crash we’ve seen since 1949 to a crypto bust that may be leading to the biggest financial fraud in history, investors were tested, to say the least, in the year 2022. Those investors that made it...
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...
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%...
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