B.b. Graham &
46yrs
Top advisor by experience in Dunmore
27yrs
Robert Schultz
Full name on record: Robert Glenn Schultz
Financial advisor at Capstone Wealth Management Group
Robert Schultz has worked in the financial industry for 27 years and is a fiduciary financial advisor based in Dunmore, Pennsylvania. After three years at Ameriprise Financial Services and a year at Prudential Equity Group, Robert joined Capstone Wealth Management Group in 2016, a firm offering financial planning, investment management, and retirement plan consulting. Capstone Wealth Management Group reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 30 advisors with offices in Dunmore, and one of 28 fiduciaries.
At a glance
Experience27 years (since 1999)
How that compares ?Top 22% by experience nationwide
Office1202 Meade Street, Dunmore, PA 18512
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$673,250
Advisors at the firm6
States licensed ?1 state
Services through Capstone Wealth Management Group
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2016 – nowCapstone Wealth Management Group, LLCCurrent firm
- 2014 – 2016Ameriprise Financial Services, LLCPreviously
- Feb 2002 – Oct 2002Prudential Equity Group, LLCPreviously
Questions to ask Robert
Tailored to Robert’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Robert
How do I contact Robert?
Call Capstone Wealth Management Group at (888) 587-7526 and ask for Robert Schultz. Robert works from the Dunmore, PA office.
How long has Robert been a financial advisor?
Robert has been in the industry since 1999, about 27 years. Top 22% by experience nationwide.
What licenses does Robert hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert paid?
Capstone Wealth Management Group reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Robert for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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