Clarks Green Office

285 East Grove Street

Clarks Green, PA 18411

Meet Our Team

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:

  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.

Bryan A Kupchik CFP®, APMA®

Co-Founder, Certified Financial Planner™, APMA®, Wealth Manager, Chief Compliance Officer

(570) 587-7800

(570) 587-5822

bkupchik@capstone-wealth.com

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...

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Richard J Condeelis, Jr.

Wealth Manager

(570) 587-7800

(570) 587-5822

rcondeelis@capstone-wealth.com

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...

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Robert G Schultz

Co-Founder, Wealth Manager

(570) 587-7800

(570) 587-5822

rschultz@capstone-wealth.com

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...

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Theresa F Chekan

Administrative Associate

(570) 587-7800

(570) 587-5822

tchekan@capstone-wealth.com

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...

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