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Richard C

Series 66

Clarks Green, PA

Capstone Wealth Management Group, LLC

Richard Condeelis Jr. is a Series 66-licensed financial advisor at Capstone Wealth Management Group, LLC with nine years of industry experience. He has worked at Capstone since 2017 and has been affiliated with LPL Financial for over ten years. Outside of his advisory roles, he is involved with BRCK Partners LLC, engaging in property management and real estate rental activities. Capstone Wealth Management Group provides investment advisory services to individuals, families, trusts, estates, businesses, charitable organizations, and retirement plans. The firm offers comprehensive wealth management, financial planning, and retirement plan advisory services, employing a long-term strategic asset allocation combined with tactical portfolio adjustments using fundamental analysis.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Professional Athlete
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