Meet Our Team
At Capital A Wealth Management, we are committed to helping maintain the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and strive to provide you with only the highest quality information, services and products to help you reach your goals.
Kiefer Financial Services Team Members
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Get started in 4 easy steps:
Schedule a meeting to sit down with us and discover what your ideal retirement looks like.
Using the Alpha Plan, we’ll examine your current financial situation and determine your retirement needs.
Receive a custom strategy to help you reach your unique retirement.
We’ll regularly review your strategy to help ensure it’s keeping you on track.
Schedule a Meeting
To schedule a time to discuss your financial future and the possible role of investments and insurance in your financial strategy, contact us at info@capitalainvestments.com or call us at 724.658.4211 today!
Get your retirement kit!
This retirement kit includes three guides that address topics you should consider when planning your retirement. Enter your information to get your guides!