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Bryan A. Kupchik, CFP®

Capstone Wealth Management Group

285 E Grove St
Clarks Summit, PA 18411
Phone: (570) 587-7800

Toll-free: (888) 587-7526

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Annuities
  • Asset Allocation
  • Career Change
  • Estate Planning
  • Investment Management
  • Getting Divorced
  • Employee Benefits
  • Mutual Funds
  • Insurance
  • Job Loss
  • Real Estate
  • Retirement
  • Stocks & Bonds
  • Tangible Assets
  • Succession Planning
  • Sudden Wealth
  • Nontraditional Households
  • Special Needs

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.