Alpha Pointe Cap Wealth and 401k Team Jim Gibbons Steve Marohl
James Gibbons-Sarah Wehner-Steve Marohl

Welcome to Alpha Pointe Capital, an independent, wealth management and 401(k) financial advisory practice in Annapolis, Md. USA assisting business owners and professionals primarily in the technology & emerging industries.

We started Alpha Pointe Capital during the challenging times of the Great Financial Crisis. Two financial advisors, Steve Marohl and Jim Gibbons worked tirelessly to help guide clients through historic volatility to keep clients retirement goals on track.

Never shying away from adverse conditions, they forged forward realizing their complementary skills and work ethic could be a value for people looking for a team providing focused, holistic viewpoints.

Wealth Management & 401k

Our goal is to bring Main Street communication and attitudes with Wall St. sophistication to an investment process that accounts for your goals, objectives, and concerns.

It can at times be confusing navigating life’s challenging events such as retirement, divorce, inheritance, or a business sale. Our diverse experience can be the right financial advisor team to assist you.

We strive to make working with us easy, we offer fee-only options, dynamic planning services, on demand communication, and any portfolio is discussed from the “large and complex” to the “just getting started”. We offer numerous financial tools and products that will be carefully explained.*

Let's Talk!

No Statements or Lengthy Presentations.... Let's get to know each other to see if we are a good fit. We want to know you better before we accept your business.

On Pointe Email Bulletins

We’ve assisted C-Level and Professional people with wealth management & 401(k) solutions in industries such as Cyber, AI, IT, Developer, Engineer, MSO, Vertical, Service Provider and the Retail Outlet companies. If you’re in cutting-edge industries we welcome the opportunity to assist you with our informative email bulletins On Pointe.

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