Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Nesbitt is a financial advisor at Capital A Wealth Management in New Castle, Pennsylvania. Brett has been in the financial services industry since 2014, working with individual investors, corporations and charitable organizations. He holds a Series 65 license and specializes in providing financial planning services, pension consulting and selecting other financial advisors. Brett is also a certified public accountant and provides tax preparation services through Capital A Tax Solutions.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Consulting
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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PA
02/17/2025 - Present
Capital A Wealth Management (NEW CASTLE PA)
Active
Inactive
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