Broker Check

Exciting News. We're Rebranding!


As our business continues to grow, we are pleased to announce some exciting news! Beginning March 3, 2020, SSB Investment Services will be rebranding as the Capstone Planning Group.

We are not moving or changing firms. Our rebranding will not affect your accounts or require any action on your part. We’re simply evolving to offer valued customers, like you, the highest quality service and support possible. Here are some of the enhancements that you will notice:

  • New signage at our Sturbridge office
  • Exciting new website—visit
  • Helpful content on our Facebook and LinkedIn pages—be sure to follow us!
  • Access to exciting, informative events and education—visit the Events Calendar on our website.

Our new, enhanced service model will include two options:

  • Our Private Client services offer comprehensive planning and investment guidance delivered in-person by a dedicated Financial Advisor
  • Capstone EDGE will provide access to Guided Wealth Portfolios online. This platform is designed for emerging investors not yet at the Private Client level

Please note that this will not affect any existing client relationships. These options are for new clients so please encourage your friends, family, and peers to check out our new enhanced services! These enhancements will allow us to continue to meet a wider range of client needs—while delivering exceptional service to all of our clients.

If you have any questions, please do not hesitate to call. We encourage you to visit our new website or stop by for a visit!  We thank you for your ongoing support and the opportunity to serve your needs. 

Thank you, and we hope that you enjoy the enhanced services!



Guided Wealth Portfolios (GWP) is a centrally managed, algorithm-based, investment program sponsored by LPL Financial LLC (LPL). GWP uses proprietary, automated, computer algorithms of FutureAdvisor to generate investment recommendations based upon model portfolios constructed by LPL. FutureAdvisor and LPL are nonaffiliated entities. If you are receiving advisory services in GWP from a separately registered investment advisor firm other than LPL or FutureAdvisor, LPL and FutureAdvisor are not affiliates of such advisor. Both LPL and FutureAdvisor are investment advisors registered with the U.S. Securities and Exchange Commission, and LPL is also a Member FINRA/SIPC.

All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

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, 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 Capstone Planning Group, and Capstone EDGE, 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, 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