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It’s never too late to take the first step or get a second opinion.

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If you can envision the life you want to lead, we can help you develop a strategy to keep you on the path to your goal.

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

If you would like to learn more about Capital A Wealth Management or would like to schedule a no-obligation meeting, please contact us today!

Capital A Wealth Management

Phone: 724.658.4211
Fax: 724.658.4418



8050 Rowan Road, Suite #602
Cranberry Township, PA 16066

312 N. Jefferson Street
New Castle, PA 16101
6715 Tippecanoe Rd, Building B
Canfield OH 44406

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.