Fiduciary

Capital A Wealth Management

Cranberry Twp, Pennsylvania

★ 5.0 (127 reviews)
Call (724) 658-4211 Visit website →

About

Capital A Wealth Management is an independent registered investment advisor in Cranberry Township, Pennsylvania, specializing in retirement planning and investment management. The firm operates under a fiduciary standard and counts team members holding the CLU credential. Services include retirement planning and wealth management for English-speaking clients.

Specialties

Investment Management Retirement Planning Wealth Management

Firm details

Firm type
Independent RIA
Languages
English
Hours
Sunday: Closed, Monday: 8:30AM-4:30PM, Tuesday: 8:30AM-4:30PM, Wednesday: 8:30AM-4:30PM, Thursday: 8:30AM-4:30PM, Friday: 8:30AM-4:30PM, Saturday: Closed
SEC registered
No

Professional credentials

CLU

Chartered Life Underwriter

Insurance and risk management expertise, especially life insurance planning

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