Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of Capital A Wealth Management is stated or implied.
Securities offered only by duly registered individuals through Madison Avenue Securities, LLC (MAS), member FINRA/SIPC. Investment advisory services offered only by duly registered individuals through Capital A Wealth Management, LLC (CAWM), a Registered Investment Adviser. Certain CAWM registered individuals may market investment advisory services under the marketing name Kiefer Financial Services (KFS). CAWM is an independent financial services firm that creates retirement strategies using a variety of investment and insurance products. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. CAWM, Capital A Insurance, LLC (CAI) and Capital A Tax Solutions, LLC (CATS) are affiliated under common ownership. Insurance services and products are offered through (CAI). Tax services are done under CATS only. MAS does not give any tax or legal advice. CAWM, KFS, CAI & CATS are not affiliated with MAS.
Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.
*Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.
The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.
The Better Business Bureau membership provides no guaranteed assurance or warranty of the character or competence of the member. BBB charges a fee for BBB Accreditation. You should make financial decisions on the basis of your own due diligence.
Council of Financial Educators (COFE) is a paid membership organization comprised of professionals of varying specialties. "COFE" is a 501(c)(3) non-profit organization whose focus is to provide financial education to individuals, businesses, and organizations through member professionals. The "COFE" logo and/or trademarks are property of their respective owners and no endorsement of Capital A Wealth Management or its representatives is stated or implied. Capital A’s investment adviser representatives offer informational workshops through COFE and pay annual membership fees to be part of COFE. 1987612 - 10/23
The Chartered Retirement Planning Counselor (CRPC™) Designation demonstrates the individual has met educational standards to provide advice related to retirement planning.
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.
The Accredited Investment Fiduciary® (AIF®) Designation demonstrates the individual has met educational standards to carry out a fiduciary standard of care and serve the best interests of their clients.
Our firm is not affiliated with or endorsed by any government agency.
Capital A Wealth Management was included in Newsweek’s ‘America’s Top Financial Advisory Firms 2026’ list. The ranking was created by Plant-A Insights Group in partnership with Newsweek using publicly available SEC Form ADV data and related criteria, including AUM growth, client growth, adviser experience, service breadth, and conflicts disclosures, covering the period Sept. 2020–Sept. 2025. Capital A Wealth Management did not pay any fee to participate in, be evaluated for, or be included in the ranking. After publication, Capital A paid a separate licensing fee only for the right to reference the ranking and use associated Newsweek/Plant-A trademarked logos/badges in marketing. This ranking is not a recommendation or endorsement, and inclusion does not imply that clients will experience the same results or that the firm will maintain this ranking in the future. The criteria for this award can be found here: https://rankings.newsweek.com/americas-top-financial-advisory-firms-2026. Newsweek and Plant-A Insights Group are not affiliated with Capital A Wealth Management or MAS.
Privacy Policy | Terms of Use | Form CRS | Form ADV Part 2A Brochure | Form ADV Part 2A Wrap Brochure
