Capstone Wealth Management Group, LLC, based out of Clarks Green, PA, is a distinguished local investment advisory firm. With over 450 individual clients and a remarkable $213,251,000 in assets under management, Capstone Wealth Management Group provides comprehensive financial solutions to individuals and employer 401K plans. They boast extensive experience in this space, with approximately 92% of the assets they manage being discretionary.
The firm operates from a single office and prides itself on delivering personalized, professional services. Their team of five dedicated employees, all highly skilled investment advisors, work...
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Assets Under Mgmt
$213.25M
Investment Professionals
5
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
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