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 throughout the country.

Essentially, it was our clients who started Alpha Pointe Capital during the challenging times of the Great Financial Crisis. It was our clients who stood by two financial advisors, Steve Marohl and Jim Gibbons, as they inspired us to work tirelessly in guiding them through historic volatility to keep their retirement goals on track.

It was also our clients who helped create “Invest in Strength” because they are the ones investing in themselves. It takes courage and willingness to seek wealth management assistance and that is a true “Strength.”

Never shying away from adverse conditions, APC forged forward realizing their complementary skills and work ethic could be a value for people looking for focused, holistic wealth management and 401(k) advisory.

Let's Talk!

No Statements or Lengthy Presentations.... Let's get to know each other to see if we are a good fit. We help tech and emerging industry executives with retirement planning and investment management. Minimum portfolios of $500,000 in assets (excluding real estate). Not ready? Enjoy our site and consider subscribing to APC's On Pointe

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 potentially 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.*

What is Wealth Management & Retirement Services?

Learn about our 401k Advisory Services & Financial Wellness ...

* Advisory programs are not appropriate for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for advisory programs will vary.

Topics with a Twist

On Pointe is a bi-weekly newsletter written in a conversional format about wealth management and 401k. Clients asked for it, now you can get it too.... On Pointe... did we really write about Sports & Portfolio Management, Key Lime Pie, HENRY, ESG, the 90's!  Join us and get Topics with a Twist!


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