Capital A Wealth Management
About the Business
Capital A Wealth Management is a finance, health, and insurance agency located at 8050 Rowan Road in Cranberry Township, Pennsylvania, United States. Our institution is dedicated to upholding the highest standards of integrity and professionalism in our relationship with you, our valued client. By scheduling a meeting with us, you can discover what your ideal retirement looks like through our Alpha Plan, where we will assess your current financial situation and determine your retirement needs. You will receive a personalized strategy to help you achieve your unique retirement goals, and we will regularly review your plan to ensure you stay on track. At Capital A Wealth Management, we aim to understand your financial situation and provide you with top-quality information, services, and products to help you reach your financial goals. If you are nearing retirement and want to make the most of your life savings, our complimentary consultation is just a few clicks away. As part of our four-step Alpha Plan process, we will work with you to craft a customized strategy that aligns with your retirement objectives. Our retirement kit includes guides on important topics to consider when planning for retirement. We are proud members of the Pittsburgh North Regional Chamber, and we are committed to helping you secure a comfortable and stable financial future. Securities are offered by registered individuals through Madison Avenue Securities, LLC (MAS), and investment advisory services are offered by registered individuals through Capital A Wealth Management, LLC (CAWM). We are not affiliated with MAS. Please note that investing involves risk, and no investment strategy can guarantee a profit or protect against loss. The information provided on this website is for informational purposes only and should not be used as the sole basis for financial decisions. We are dedicated to providing you with the best financial education and guidance to help you achieve your financial goals.
Photos
Location & Phone number
8050 Rowan Rd #602, Cranberry Twp, PA 16066, United States
Hours open
Monday:
8:00 AM - 5:00 PM
Tuesday:
8:00 AM - 5:00 PM
Wednesday:
8:00 AM - 5:00 PM
Thursday:
8:00 AM - 5:00 PM
Friday:
8:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"I couldn’t be happier that we switched to Capital A Wealth Management. I only regret not doing it much sooner. David, Michael, Brandon and the team are incredibly knowledgeable, amazingly professional and are unparalleled at follow through. This has been a completely awesome experience and I look forward to many more productive and profitable years working together."
"I attended a Capital A investment/retirement planning seminar earlier this year. The seminar was informative and led me to request a meeting with members of the company to discuss my goals based on my recent retirement and investment portfolio. I have since met several times in person with Brandon and other members of the firm who outlined a strategy that has put me on the track I was looking for in a clear way. I would definitely recommend Capital A for their retirement investment management services."
"David Jr is always fantastic to work with! He portrays exceptional knowledge of the financial markets that positively affect my portfolio! He is eager to discuss his thoughts and suggestions that benefit our financial future. The best interest of his clients always comes first. I made the right decision in choosing David Jr and Capital A Wealth in handling my portfolio and retirement needs. Thanks to a fulfilling partnership!! Tom D."
"Finding someone we trust and who also understands our financial goals was critical in planning for our future retirement. Fortunately, we found this with Capital A Wealth Management. Dave Domenick and his team have been very helpful in providing us insights with our investments so we can prepare to someday retire. We now feel like we have a concrete plan in place. I can't say enough about the professionalism, knowledge, prompt responses and attention to detail. We truly feel like they listened when we described our future plans and they were able to make a personalized financial plan for us. They also accommodated our evening appointment which was greatly appreciated!"
"Brandon and David are extremely knowledgeable regarding finances, investments, long-term planning, estate planning, etc. These young men made us feel comfortable from our initial meeting through today, and we truly believe they will continue to do what is in our best interest. They made us feel like a part of the Capital A Wealth Management Family, which is important when it comes to our future."
List of local businesses, places and services in Pennsylvania
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos