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LOCAL PARTNERS WITH GLOBAL RESOURCES
The Capstone Planning Group is a wealth management team conveniently located at Cornerstone Bank. Our Financial Advisors provide clients access to industry leading research, technology, and global investment capabilities. We have a local 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 seek 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
- Comprehensive Financial Plans
- Investment advice on stocks, bonds, mutual funds, ETFs and CD's
- Retirement Income Plans
- Tax Saving Strategies
- Estate Planning and Trusts
- Business Succession Plans
- 401(k)s and 403(b)s
- Traditional IRAs, Roth IRAs, and Rollovers
- Pension decisions
- Social Security analysis
- Life Insurance
- Annuities
- Securities Based Lending
PREMIUM News you can use
As part of our ongoing commitment to investor education, The Capstone Planning Group provides FREE ACCESS TO PREMIUM SUBSCRIPTION CONTENT from The Wall Street Journal, Barron's, Reuters, Forbes, The Globe and Mail and other publications.