Neal A. McGrath, AIF®, Wealth Advisor Employee Directory

Financial ServicesPennsylvania, United States2-10 Employees

Neal A. McGrath, AIF®, Wealth Advisor operates within the financial services industry as part of a registered investment advisory framework. The firm provides comprehensive financial guidance through investment advisory services offered by CWM, LLC, with Carson Partners serving as a nationwide advisor network and Carson Wealth in Pittsburgh acting as the local presence. Its offerings encompass portfolio management, tax planning, risk management, financial planning, estate planning, and retirement planning, all aimed at addressing clients’ financial lives in a cohesive, objective manner. Based in Pittsburgh, Pennsylvania, the firm emphasizes a proactive, integrated approach that leverages a team of professionals to tailor guidance to individual goals. A key facet of its model is a local-to-global capability, combining personalized service with access to broader resources through the Carson Group ecosystem, and the team has established a long-standing presence serving the Pittsburgh area. A recent development noted in industry updates is the continued growth and consolidation within the Carson Group network, reflecting ongoing expansion of its family of affiliated offices.

Sign up for free to view info

Company overview Email format