Capstone Wealth Management Group, LLC

About Capstone Wealth Management Group, LLC

<p>Fiduciary 401(k) oversight is a core part of Capstone Wealth Management Group, LLC’s work with employer retirement plans. Headquartered in Dunmore in Northeast Pennsylvania, the firm supports plan sponsors across the Scranton–Wilkes-Barre area with day-to-day guidance and clear recommendations.</p> <p>Capstone Wealth Management Group is a registered investment advisor with $0.2B in AUM (2026). Alongside workplace plans, the team works with individuals and families on retirement preparation, education funding, retirement income planning, and planning for future generations.</p> <p>For employers, Capstone takes on fiduciary roles as both a 3(21) co-fiduciary advisor and a 3(38) investment manager. One differentiator is the ability to match a sponsor’s preferred level of delegation—keeping the sponsor involved under 3(21) or shifting investment discretion to Capstone under 3(38).</p> <p>Clients also use the firm for planning conversations that touch investments, retirement, tax planning, estate planning, and insurance, with an emphasis on accessibility and ongoing support. Learn more about local <a href="/plan-advisors">plan advisors</a> and other <a href="/retirement-plans">retirement plan providers</a>.</p> <ul> <li>3(21) fiduciary co-advisor services</li> <li>3(38) fiduciary investment management</li> <li>Employer-sponsored retirement plan support, including 401(k) plans</li> <li>Retirement planning and retirement income planning</li> <li>Education funding and multigenerational planning</li> </ul>

Website: https://capstone-wealth.com