# Capstone Wealth Management Group, LLC
Source: https://planprovider.pro/provider/capstone-wealth-management-group-llc

> Fiduciary 401(k) oversight is a core part of Capstone Wealth Management Group, LLC’s work with employer retirement plans. Headquartered in Dunmore in Northea…

Retirement Plan Advisor

Dunmore, PA

## 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](https://capstone-wealth.com)

## Office Locations

- Dunmore, PA (Headquarters)

## Services Offered

- 3(21) Investment Advisor

- 3(38) Investment Manager

## Client Statistics (2026)

- Total Clients: 0

- Total AUM: $238.6M

## Plans Serviced (2024)

Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).

| Plan|Sponsor|Assets|Participants|

| BEACON SPECIALIZED LIVING 401(K) PLAN|BEACON SPECIALIZED LIVING SERVICES, INC., MI|$16M|2,611|

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