Capstone Wealth Management Group, LLC

Capstone Wealth Management Group, LLC Welcome to Capstone Wealth Management Group LLC, a registered investment advisory firm headquartered in Clarks Green, Pennsylvania.

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 W

ealth 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.

As complex as the details of taxes can be, the income tax process is fairly straightforward.
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As complex as the details of taxes can be, the income tax process is fairly straightforward.

A quick look at how federal income taxes work.

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Many people consider paying off their mortgage in retirement an easy choice. But have you considered some of these often overlooked points?

Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.

Small contributions can add up to something big. See how compound interest works over time and what it could mean for yo...
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Small contributions can add up to something big. See how compound interest works over time and what it could mean for your financial future.

Explore how compound interest can grow your money over time with this interactive tool.

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A dollar today won't be worth a dollar in 20 years. See how inflation could erode your retirement income and what you may need to account for.

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You face sequence of returns risk. Know what it is?

You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.

Are you on the fence about working with a financial professional? This video will give you some food for thought. Watch ...
06/08/2026

Are you on the fence about working with a financial professional? This video will give you some food for thought. Watch here:

A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.

How far will your savings actually go? Enter your numbers to see how long your money could last depending on how much yo...
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How far will your savings actually go? Enter your numbers to see how long your money could last depending on how much you withdraw each year.

See how long a lump sum of savings could last based on your withdrawal rate and return.

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Three steps may make a difference if you find yourself suddenly single.

Have you found yourself suddenly single? Here are 3 steps to take right now.

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06/05/2026

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ongoing diplomatic efforts in the Middle East. The Nasdaq gained 8.36%, the S&P 500 rose 5.15%, and Canada’s S&P/TSX Composite added 2.37%, while investors welcomed better-than-expected job growth and upbeat corporate earnings. With the Fed's next meeting scheduled for June, attention is turning to updated economic projections and what they may signal about the broader economy. From \$24 billion spent on Father's Day to the popularity of dining out and special outings, this month's by-the-numbers highlights how families celebrate the dads in their lives.

Financial Planner Near Me: Financial Advisor Near Me: Investment Advisor: Financial Planner: CERTIFIED FINANCIAL PLANNER™: Capstone Wealth Management Group is a registered investment advisory firm located in Scranton, Pennsylvania. At Capstone Wealth Management Group, LLC we provide clients with h...

Many retirees have discovered the benefits of a retirement spent in the great outdoors. Are you ready to do the same?
06/03/2026

Many retirees have discovered the benefits of a retirement spent in the great outdoors. Are you ready to do the same?

Get ready to enjoy America’s national park system with this helpful article.

Address

1202 Meade Street
Dunmore, PA
18512

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+15705877800

Website

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