Capital A Wealth Management

5.0 (1 review)

Financial Advising, Investing, Life Insurance

Closed • 8:30 am - 4:30 pm

By appointment only

Updated 1 month ago

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Capital A Wealth Management - Financial Advising Near Me - Cranberry Township, Pennsylvania

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Penelope S.

2 years ago

So many talented individuals work here. They take care of investments, taxes, estate planning, notary services, education classes and member events. All this while treating clients as family. read more

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More info about Capital A Wealth Management

8050 Rowan Rd
Ste 401
Cranberry Township, PA 16066
Directions
(724) 658-4211
Call Now
Visit Website
https://capitalainvestments.com

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Is Capital A Wealth Management by appointment only?

Yes, Capital A Wealth Management is by appointment only.

From the Business

Specialties

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, 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. Individuals leaving reviews on this site may/may not be clients of CAWM and may/may not be compensated for sharing opinions & experiences with our firm. Any compensation creates a conflict of interest & an individual's comments may not be representative of another person's experience with the firm.

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Capital A Wealth Management - financialadvising - Updated September 2026

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