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

Contact Us

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
info@ca-wm.com

 

Locations:

8050 Rowan Rd. Suite 401
Cranberry Township, PA 16066

2656 Ellwood Rd. Suite 114
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.