SELECT YOUR EXPERIENCE:

Private ClienT

Emerging Investor

Available for accounts $100,000+

Our most comprehensive service experience. Private clients receive personal in-depth financial guidance, retirement income planning, and custom recommendations from a local Financial Consultant.

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Emerging Investor

Available for accounts $5,000+ *

Capstone EDGE provides access to Guided Wealth Portfolios. This is an online platform designed for emerging investors and clients under $100,000. Portfolios are managed based on your time-horizon and goals.

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The Capstone Planning Group

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

Office Phone: 508-764-0046

Wealthcare Built on Trust.

SELECT YOUR EXPERIENCE:

Private ClienT

Emerging Investor

Emerging Investor

Emerging Investor

Emerging Investor

Emerging Investor

Plan for Financial Wellness