Signed in as:
filler@godaddy.com
Wealthcare Built on Trust.
Choose your experience:
Private Client
Private Client
Private Client
Comprehensive service experience available for relationships over $250,000. Private clients receive personal in-depth financial guidance, retirement income planning, and custom recommendations from a dedicated Financial Consultant.
Capstone EDGE
Private Client
Private Client
Capstone EDGE provides access to Guided Wealth Portfolios. This is an online platform designed for investors who do not require advanced financial planning. Portfolios of low cost ETFs are professionally managed based on your risk profile.
In the News:
experienced
The Capstone Planning Group is a wealth management team conveniently located at Cornerstone Bank. We have a presence in Sturbridge, Charlton, Southbridge, Spencer, Leicester, Webster, Rutland, Holden, Shrewsbury and Worcester MA. Our group has over 100 years of collective industry experience assisting a wide range of clients pursue their goals. Because we do not offer proprietary investment products, we are able to provide objective recommendations based on each client's specific needs. Our mission is simple: to put our clients best interests first and earn your trust.
Areas of focus include:
- Comprehensive Financial Planning
- Investment advice on stocks, bonds, mutual funds, ETFs and CD's
- Retirement Income Planning
- Legacy & Estate Planning
- 401(k)s and 403(b)s
- Traditional IRAs and Roth IRAs
- Pension decisions
- Social Security and Medicare
- Life Insurance
- Annuities
- Securities Based Lending
Schedule a 15 minute call to learn more:
The Capstone Planning Group | Located at Cornerstone Bank
Direct Phone: 508-764-0046
200 Charlton Road [Suite B]
Sturbridge, MA 01566
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Cornerstone Bank, The Capstone Planning Group, and Capstone EDGE are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using The Capstone Planning Group or Capstone EDGE, and may also be employees of Cornerstone Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Cornerstone Bank, The Capstone Planning Group, and Capstone EDGE.
Securities and insurance offered through LPL or its affiliates are:
Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value
Check the background of your financial professionals on FINRA's BrokerCheck.
Conveniently located at Cornerstone Bank