Rebranding Announcement!

Dear Valued Clients,

As our business continues to grow, we are pleased to announce some exciting news! Beginning March 3, 2020, SSB Investment Services will be rebranding as The Capstone Planning Group.

We are not moving or changing firms. Our rebranding will not affect your accounts or require any action on your part. We’re simply evolving to offer valued customers, like you, the highest quality service and support possible. 

Here are some of the enhancements that you will notice:

  • New signage at our Sturbridge office
  • Exciting new website
  • Helpful content on our Facebook and LinkedIn pages—be sure to follow us!
  • Access to exciting, informative events and education—visit the Events Calendar on our website.

Our new, enhanced service model will include two options: 

  • Our Private Client services offer comprehensive planning and investment guidance delivered in-person by a dedicated Financial Advisor 
  • Capstone EDGE will provide access to Guided Wealth Portfolios online. This platform is designed for emerging investors not yet at the Private Client level

Please note that this will not affect any existing client relationships. These options are for new clients so please encourage your friends, family, and peers to check out our new enhanced services! These enhancements will allow us to continue to meet a wider range of client needs—while delivering exceptional service to all of our clients.

If you have any questions, please do not hesitate to call.  We encourage you to visit our new website or stop by for a visit! We thank you for your ongoing support and the opportunity to serve your needs. 


Jason Main: Senior Vice President, Investments

John Jawor: Vice President, Investments

Christopher Mallon: Program Manager

Jamey Mekal: Client Service Associate