Neal McGrath, AIF

Neal McGrath, AIF Carson Wealth offers a wide range of comprehensive wealth management services and strategies.

At Carson Wealth Pittsburgh, we believe that planning for your financial future is a lifelong journey. Our goal is to provide you with the objective and comprehensive advice and guidance you require to effectively navigate your individual path to financial well-being. Comprehensive Planning
Financial planning is at the very core of the services we offer. We view financial planning as a critical co

mponent and life-long process that enables you to make well informed, thoughtful and confident financial decisions. We employ a holistic approach to planning, managing, preserving and strategically using the assets you accumulate to improve and maintain the lifestyle you desire. Proactive Risk Management
Our proactive approach to managing risk and seeking out suitable opportunities sets the tone for a relationship built on trust. You can expect your wealth to be managed effectively, your risk exposure to be aligned with your unique objectives and time frame, and investment strategies developed to reflect your individual needs. Service Excellence
Through developing deeply rewarding and personally fulfilling long-term relationships with our clients and their families, Aptus Wealth Planning has earned a reputation for excellence in our industry. Our clients are provided the highly personalized experience they seek and outstanding client service they deserve. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Locations: Primary: One Bigelow Square, 20th Floor, Pittsburgh, PA 15219 | Secondary: 7418 Brighton Road, Pittsburgh, PA 15219

05/29/2026

Episode 4️⃣ of our Business Owner Series is all about bookkeeping!

Strong bookkeeping helps business owners stay organized, understand cash flow, and make smarter financial decisions. Whether you’re growing your business or preparing for the future, having clean financials is key.

Watch now to learn why bookkeeping matters more than you think. 📊

First place. Trophies in hand. Smiles for days. 🏆😄So proud to sponsor the Pirates and watch these kids compete at the Av...
05/26/2026

First place. Trophies in hand. Smiles for days. 🏆😄
So proud to sponsor the Pirates and watch these kids compete at the Avonworth Tournament this weekend. Gabriel and his teammates gave everything they had — and it paid off.
At Carson Wealth, investing in our community is just as important as investing in your future. Moments like this are why. ⚾❤️

05/22/2026

As a business owner, your legacy is more than just the company you’ve built — it’s the impact, opportunities, and future you create for those around you.

In this video, Nicole French Szakos shares insights on the importance of planning ahead, protecting what you’ve worked hard for, and building a strategy that supports both your business and personal goals.

Whether you’re considering growth, succession planning, or long-term financial stability, having the right plan in place is crucial.

This is what we love most about what we do. 😄Great teams don't just work together — they genuinely enjoy it. When the pe...
05/20/2026

This is what we love most about what we do. 😄
Great teams don't just work together — they genuinely enjoy it. When the people around the table are laughing, engaged, and fired up about the work, it shows up in everything we do for our clients.
Grateful for this crew every single day. 🙌

When you work with us, you're working with the best. ⭐Neal McGrath has been recognized as a 2026 Forbes Best-In-State We...
05/18/2026

When you work with us, you're working with the best. ⭐
Neal McGrath has been recognized as a 2026 Forbes Best-In-State Wealth Advisor by SHOOK Research — an honor based on years of experience, client service, and a proven track record.
We don't take that responsibility lightly. If you're ready to work with an advisor you can trust, let's talk. 👇

05/15/2026

We're back with Episode 2 of our weekly series — Getting Your Business Ready for Sale.
Here's what most business owners don't realize: the time to prepare for an exit isn't when you're ready to sell. It's years before.
The business owners who get the best outcomes are the ones who are intentional about building transferable value long before a buyer ever enters the picture.
That's exactly what this series is about. New episode every week — follow along and bring a fellow business owner with you.
What's your biggest question about selling your business? Drop it below 👇

Behind every great client outcome is a team that shows up — every single day.This is our daily huddle. No fluff, just fo...
05/13/2026

Behind every great client outcome is a team that shows up — every single day.
This is our daily huddle. No fluff, just focus. We align on priorities, tackle challenges together, and ensure everyone has what they need to succeed.
This is how we do it. ☕📋

What an incredible night! 🩸✨ Our very own Nicole attended the 2026 Blood Cancer United Visionaries of the Year Gala with...
05/11/2026

What an incredible night! 🩸✨ Our very own Nicole attended the 2026 Blood Cancer United Visionaries of the Year Gala with her husband, and the evening was nothing short of inspiring.

The Pittsburgh community showed up in a big way — raising an amazing $935,796 for blood cancer research. 🎉

A special moment of the night: last year's Visionary of the Year recipient, Gabby Morella, had the honor of announcing this year's winner. It was a beautiful reminder of how far this community has come.

Carson Wealth Pittsburgh was proud to be a sponsor of this meaningful event. Together, we're United for More Life. 💙

Celebrating the love, strength, and wisdom of mothers, grandmothers, and mother figures everywhere. Wishing you a beauti...
05/10/2026

Celebrating the love, strength, and wisdom of mothers, grandmothers, and mother figures everywhere. Wishing you a beautiful Mother’s Day!

05/10/2026

A great day at our Shred Event! 🗂️☕🍩
Clients safely shredded documents, enjoyed coffee and DonutNV treats, and spent time with our team and families. Thanks to everyone who joined us!

Address

1 Bigelow Square, Fl 20th
Pittsburgh, PA
15219

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Website

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