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.
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.*
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.*
We welcome the opportunity to guide you on your financial journey!
We accept Appointments between 1-3pm EST Monday-Fridays * or suggest a more suitable time.
Email [email protected]
To reserve your 30 minute time slot today, indicate date, time, phone number, and the topic you’d like to discuss and we’ll confirm your appointment.
*NYSE Holidays and Advisor availability are subject to change
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.