We provide wealth management and financial planning services to individuals, families, business owners, charitable endowments, foundations, corporations and other institutions. Our professionals, affiliated with LPL Financial, have access to research and resources that allow us to independently recommend investment products and services to our clients and provide personalized advice. At Capstone Wealth Management Group, LLC, we view wealth management in terms of the advice and services that we provide rather than in terms of a product being sold. The services that we provide include, but are not limited to, investment planning, retirement income planning, education funding, insurance and risk analysis, tax planning and estate planning. We implement a multi-step process when providing services to clients and that process begins with a "financial mission". Once that mission is identified and embraced, we consider all relevant environmental information to make effective financial planning decisions. Contact us today at 888-587-7526 or at (570) 587-7800 to discuss your financial planning needs. Securities offered through LPL Financial, Member FINRA/SIPC (www.finra.org / www.sipc.org). Investment advice offered through Capstone Wealth Management Group, LLC, a registered investment advisor and separate entity from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
