Neal A. McGrath, AIF®, Wealth Advisor Company Profile, Contacts & Intelligence

Neal A. McGrath, AIF®, Wealth Advisor Overview

Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. Carson Wealth, One Bigelow Square, 20th Floor, Pittsburgh, PA 15219. We are financial advisors who can help ensure every aspect of your financial life is addressed in a comprehensive and objective manner that allows you to live a simpler, more productive life. We are committed to helping you feel confident in your financial lives. For over 25 years, our financial advisors in Pittsburgh and surrounding areas have been helping our clients by being a resource for any and all financial decisions. We’re part of a nationally ranked firm (Barron’s 13th Ranked RIA in the country) with a local presence in Pittsburgh, led by a Forbes Best-In-State wealth advisor, Neal McGrath. We have a focus and commitment to proactive tax planning and estate integration. We utilize sophisticated investment strategies coupled with our deep knowledge and team of CPAs, CFP®s, JDs and other professionals to guide you toward the financial decisions appropriate for your unique goals. From the North Hills, South Hills, East to downtown Pittsburgh, we’re happy to serve our community with customized wealth solutions designed to help our clients define and reach their goals. We take the time to get to know our clients and offer them guidance tailored to their unique needs. We offer highly personalized portfolio management, tax planning, risk management, financial planning, estate planning, retirement planning and more. We are local to the Pittsburgh area and are active within the community – from hosting career day events, to sponsoring charities, to supporting our local sports team. We’re a family – we’ll do our best to ensure we are your last financial advisor.

Headquarters

United States

Website

aptuswealthplanning.com

Industry

Financial Services

Founded

2009

NAICS

Finance and Insurance, Monetary Authorities-Central Bank

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