Clarks Green Office

285 East Grove Street,

Clarks Green, PA 18411

Our Services

The Financial Plan

Though every financial plan has a unique destination, they all begin at the same place. At Capstone, we believe that the foundation of successful investing starts with the formulation of a carefully evaluated Financial Plan. We begin this planning process by gathering information specific to you and your household. This information is then put into a unique calculation, which identifies the strengths, weaknesses, threats, and opportunities within your financial household. Based on those findings, we are then able to formulate a strategic forecast with your personal goals in mind, and begin working together to reach those goals. To accomplish these objectives we implement a multi-step process which ensures that our clients' needs are entirely addressed.  That process includes the following steps:

  1. Establishing the client-planner relationship
  2. Gathering client data and articulate goals and expectations
  3. Determining the client’s financial condition by analyzing and evaluating general financial status, special needs, insurance and risk management, investments, taxation, employee benefits, retirement planning, and estate planning
  4. Developing and presenting a financial plan
  5. Implementing the financial plan
  6. Monitoring the financial plan 

As independent Registered Investment Advisors, the principals at Capstone Wealth Management Group, LLC embrace and uphold a fiduciary standard by putting the best interests of our clients ahead of our own.

Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

401(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans


Traditional IRA

Educational IRA



Simple IRA

Common Stock


Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuities


Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | (570) 587-7800