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    • Home
    • Private Client
    • Capstone EDGE
    • Videos
      • Timing Risk
      • Molly and Sandra
      • Income Disease
      • What's my Income?
      • Protect your Identity
      • Thinking of retirement?
    • Education
    • Events
    • About
    • Login
    • Contact
    • Financial Professionals
  • Home
  • Private Client
  • Capstone EDGE
  • Videos
  • Education
  • Events
  • About
  • Login
  • Contact
  • Financial Professionals

For accounts $5,000+

Capstone EDGE: your ACCESS TO Guided Wealth Portfolios

  • No cost to start enrollment process & view a free portfolio recommendation*
  • Access a professionally managed portfolio with as little as $5,000*
  • Ability to setup non-retirement and retirement accounts (i.e. IRAs)
  • Choose between broad-based goals such as investing for retirement or specific goals like buying a home
  • Annual fee of 0.75% , if you choose to invest*

Visit Capstone EDGE

Schedule a 15 minute call to learn more:

 Check the background of your financial professionals on FINRA's BrokerCheck. 

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   

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Conveniently located at Cornerstone Bank