For over two decades, Capstone Wealth Management Group has delivered honest, transparent financial guidance to individuals, families, and businesses across the Tri-State Area and beyond
Who We Are
Headquartered in Dunmore, Pennsylvania, Capstone Wealth Management Group, LLC is a Registered Investment Advisory firm providing balanced, objective investment and wealth management advice to clients for over two decades.
Our services extend to individuals, families, business owners, charitable endowments, foundations, corporations, and other institutions — each receiving the same level of personal attention regardless of account size.
We believe in face-to-face cooperation, the value of relationships, and the importance of truly being one phone call away. Our time and attention is openly available to every client.
ABOUT
Alfonso R. Saverino, CPA is a Wealth Management Advisor and Certified Public Accountant with more than 15 years of experience delivering integrated financial guidance that bridges the gap between strategic tax planning and comprehensive wealth management. His dual background as both a CPA and Wealth Advisor allows him to provide clients with a more coordinated and forward-thinking approach — helping individuals, families, and business owners make financial decisions with a deeper understanding of both the investment and tax implications. By combining these disciplines, Alfonso helps clients pursue greater tax efficiency, long-term wealth preservation, and more informed financial outcomes.
His areas of specialization include investment strategy, advanced tax and estate planning, retirement income strategies, and business strategy. Alfonso is passionate about helping clients simplify complex financial matters while creating thoughtful, forward-looking plans for the future.
He earned his undergraduate degree from Pennsylvania State University and later completed his Master’s in Accounting at New Jersey City University.
Outside of his professional life, Alfonso enjoys spending time with his wife, Andrea, and their three children — Lucia, Ciro, and Alessia — at their home in Monmouth County. In his free time, he enjoys golf, playing guitar, and tennis.
Our Core Values
We hold ourselves to the highest ethical standards in the financial planning industry. As a fiduciary, we are legally obligated to act in your best interest — always.
Our team has spent decades building lasting client relationships. We take time to deeply understand each individual's unique situation, goals, and core values before formulating any plan.
No hidden agendas. No conflicts of interest. We provide clear, straightforward advice backed by objective analysis — so you always know exactly where you stand.
We believe you should never have to wait for answers. Our advisors remain truly accessible to clients — one phone call away, whenever you need guidance.
We look beyond portfolios. From retirement and tax strategy to estate and insurance planning, our advice covers every dimension of your financial life.
Our Trusted Experience™ professionals bring rigorous training and decades of experience, giving you the confidence that comes with working with true specialists.
Our Approach
We believe that the foundation of successful investing starts with the formulation of a carefully evaluated Financial Plan — one built around you, not a generic template.
We start by listening — understanding your values, goals, and unique life situation before any recommendations are made.
We craft a comprehensive, personalized financial plan that aligns with your vision of financial wellness.
We execute the strategy and continuously monitor your portfolio — adapting as your life and the markets evolve.
Our relationship doesn't end at setup. We remain your dedicated advisor for every financial decision ahead.
The Team
With 60 years of combined experience, Capstone is a team of dedicated advisors who know you, your family, and your goals — not a call center or large institution.
Over two decades of integrated wealth and tax strategy for private clients.
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Sarah specializes in retirement architecture and estate coordination for families.
David brings 20 years of tax advisory experience for business owners.
Over two decades of integrated wealth and tax strategy for private clients.
Sarah specializes in retirement architecture and estate coordination for families.
David brings 20 years of tax advisory experience for business owners.
Over two decades of integrated wealth and tax strategy for private clients.
Amber Dafeldecker serves as the Director of Client Service at Capstone Wealth Management LLC,
MaryLynn Skarzenski is a dedicated wealth planner with a passion for helping individuals
Rustam Nurhan is a highly experienced Wealth Advisor dedicated to helping clients
Get Started
Schedule a complimentary consultation with our team. No pressure, no obligation — just an honest conversation about your goals.
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