Neal McGrath, AIF

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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 component 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

๐Ÿ‚ Weekend well spent! John and his family hit the pumpkin patch, and the smiles say it all. Happy fall, everyone! ๐ŸŽƒ
10/15/2026

๐Ÿ‚ Weekend well spent! John and his family hit the pumpkin patch, and the smiles say it all. Happy fall, everyone! ๐ŸŽƒ

๐Ÿ Yesterday was Canadian Thanksgiving, and we have a proud Canadian right here on our team!Fun fact: Brad is from Canada...
10/13/2026

๐Ÿ Yesterday was Canadian Thanksgiving, and we have a proud Canadian right here on our team!
Fun fact: Brad is from Canada, which means heโ€™s been celebrating Thanksgiving in October his whole life. Canadaโ€™s Thanksgiving falls on the second Monday of October, more than a month before the American one.
Happy Thanksgiving, Brad! ๐Ÿฆƒ๐Ÿฅง Weโ€™re grateful to have you on the team.

๐Ÿ’ฌ **Have a financial question? Ask the Advisor!**Our very own John McGowan shares his financial knowledge through his *A...
10/09/2026

๐Ÿ’ฌ **Have a financial question? Ask the Advisor!**

Our very own John McGowan shares his financial knowledge through his *Ask the Advisor* series in *The Lebo Beat*!

From retirement planning and investment strategies to navigating important financial decisions, John helps break down complex topics into helpful, easy-to-understand insights.

๐Ÿ“– **Check out his latest article below!**
https://lebobeat.com/lebo-financial-answers-september-2026/

Ask The Advisor

โ˜•๐Ÿ‚ Coffee, conversation & a little taste of fall!Stop by Anchor & Anvil Coffee Bar on the last Friday of every month fro...
10/07/2026

โ˜•๐Ÿ‚ Coffee, conversation & a little taste of fall!
Stop by Anchor & Anvil Coffee Bar on the last Friday of every month from 8:00โ€“9:00 AM for Coffee Club with the Carson Wealth team!
Grab a complimentary coffee, treat yourself to a seasonal fall drink or something sweet, and pull up a chair. Whether you have a financial question, want to explore helpful resources, or simply want to say hello, weโ€™d love to see you.
No presentations. No pressure. Just good coffee, great conversation, and your local Carson Wealth team. โ˜•๐Ÿฅ๐Ÿ
๐Ÿ“ Anchor & Anvil Coffee Bar
7221 Church Ave, Ben Avon, PA 15202

Junior year homecoming! ๐ŸงกโœจJuliette and Nicole before HOCO, these are the moments that go by way too fast.Have the best n...
10/05/2026

Junior year homecoming! ๐Ÿงกโœจ

Juliette and Nicole before HOCO, these are the moments that go by way too fast.

Have the best night! ๐Ÿ’ƒ

๐ŸŽ‰ What a week! Kristen, John, Anthony, John Graves, and Lindsey Graves headed to Denver this week for Carson's Annual Ex...
10/02/2026

๐ŸŽ‰ What a week! Kristen, John, Anthony, John Graves, and Lindsey Graves headed to Denver this week for Carson's Annual Excell Conference.

Beyond the great networking, the team spent the week learning new strategies and tools to better serve our clients โ€” because we're always looking for ways to raise the bar.

And the cherry on top? A private concert from the Goo Goo Dolls on the final night! ๐ŸŽธ๐Ÿ™Œ

We're excited to bring everything we learned back home and put it to work for you.

Thereโ€™s nothing better than hearing directly from the clients we serve. ๐Ÿ’™This client came to Carson Wealth looking for g...
09/29/2026

Thereโ€™s nothing better than hearing directly from the clients we serve. ๐Ÿ’™
This client came to Carson Wealth looking for guidance to help take the next step toward retirement and navigate the complexities of their financial life. From investment planning to tax strategies and estate management, theyโ€™ve valued our teamโ€™s attention to detail and comprehensive approach.
Weโ€™re grateful for their kind words and even more grateful for the trust theyโ€™ve placed in our team.

๐Ÿ‚ What a great day at the **Ben Avon Fall Festival!**We always love getting out into the community, connecting with fami...
09/26/2026

๐Ÿ‚ What a great day at the **Ben Avon Fall Festival!**

We always love getting out into the community, connecting with familiar faces, and meeting new ones. Thank you to everyone who stopped by to say hello and spend part of their Saturday with us!

Weโ€™re grateful to be part of such a wonderful community. ๐Ÿโค๏ธ

09/26/2026

๐Ÿ‚ Come visit us at the Ben Avon Fall Festival today from 10 AMโ€“3 PM! ๐Ÿ

Stop by, say hello, and enjoy a beautiful fall day with the community. Weโ€™d love to see you there! ๐ŸŽƒ๐Ÿ‚

๐Ÿ“ Ben Avon Fall Festival
โฐ Today | 10 AMโ€“3 PM

๐Ÿ’ฐ What's your financial health score? ๐Ÿ“ŠTake our free Financial Health Assessment and get instant results! โšก It's quick, ...
09/23/2026

๐Ÿ’ฐ What's your financial health score? ๐Ÿ“Š

Take our free Financial Health Assessment and get instant results! โšก It's quick, easy, and a great way to see where you stand. ๐Ÿ’ก

๐Ÿ‘‰ https://shorturl.at/rwPZs

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

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