Clarks Green Office
285 East Grove Street
The investment professionals at Capstone Wealth Management Group, LLC have a combined 60 years of experience building client relationships. Our advisors provide our clients with fully developed and complete financial plans, assisting them while they prepare for retirement, fund education, receive income during retirement and provide for future generations.
We implement a multi-step process which ensures that our clients' needs are entirely addressed. That process includes the following steps:
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.
Co-Founder, Certified Financial Planner™, APMA®, Wealth Manager, Chief Compliance Officer
Bryan is co-founder of Capstone Wealth Management Group, LLC and has worked in the financial planning and services industry since 1997. He earned his Bachelor of Science Degree with a major in Finance at The Pennsylvania State...
Rich Condeelis joined Capstone Wealth Management Group, LLC in July of 2016. Prior to entering into the financial services industry and obtaining FINRA Licenses Series 7 and Series 66, Rich was a pitcher in the Minnesota Twins...
Co-Founder, Wealth Manager
Bob is co-founder of Capstone Wealth Management Group LLC and has 17 years of experience working in the financial services industry. Bob started in the industry with Prudential Securities, Inc. in New York City and...
Theresa is the backbone of operations and client service at Capstone Wealth Management Group, LLC. She started at Capstone in April of 2005 and is currently FINRA securities licensed Series 6 & 63, held with LPL Financial, and she is...