It's easy! To initiate a withdrawal simply contact the Guided Wealth Support team during their regular business hours.
For a detailed overview on how Guided Wealth Portfolios are built and managed please download the brochures below.
If you prefer a more personal relationship with a Financial Consultant, you may want to explore The Capstone Planning Group's Private Client services. This will provide in-person consultations with a local professional who can offer additional services.
Check the background of your financial professionals on FINRA's BrokerCheck.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Cornerstone Bank, The Capstone Planning Group, and Capstone EDGE are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using The Capstone Planning Group or Capstone EDGE, and may also be employees of Cornerstone Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Cornerstone Bank, The Capstone Planning Group, and Capstone EDGE.
Securities and insurance offered through LPL or its affiliates are:
Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value
The LPL Financial representatives associated with this site may discuss and/or transact securities business only with residents of Massachusetts.
phone: 508.764.0046 | email: edge@CapstoneEDGE.com