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 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.
Services
We want you to be a confident investor so you can work toward your life goals and dreams. We will strive to empower you through customized, goal-oriented investment strategies. Long-term relationships are built on the trust we aim to earn through integrity, hard work and service. James "Jim" Gibbons remembers talking about stocks after the Crash of 1987 with his father who was a financial advisor.
We recognize our world of personal finance is not always easily understood, so let's start with the Basics. We define Wealth Management as a customized service whereby an investment advisor consults with an investor/retiree on their specific goals and objectives and tailors strategies to fit these needs.
Our Professional 401k Services continue to assist Middle Market to Small & Solo Companies in the Tech and Emerging Industries with. Startup Plans. Explore Tax Benefits for You and Your Company. Help Maximize Savings for You while offering Employees First in Class 401k Providers. Affordable Solo 401k Options.
By offering a 401k plan you are helping your employees with an option to help them save for retirement. The information and opinions found on this website have not been verified by our Firm, nor do we make any representations as to its accuracy and completeness.
By linking to this Web site, Wells Fargo Advisors is not endorsing this third-party's products and services, or its privacy and security policies, which may differ from Wells Fargo Advisors.We recommend that you review this third-party's policies and terms and conditions to fully understand what information may be collected and maintained as a result of your visit to this website.
By linking to this Web site, Wells Fargo Advisors is not endorsing this third-party's products and services, or its privacy and security policies, which may differ from Wells Fargo Advisors.We recommend that you review this third-party's policies and terms and conditions to fully understand what information may be collected and maintained as a result of your visit to this website.
Wealth Topics with a Twist! APC's On Pointe shares stories for how we relate Sports & Portfolio Management, Key Lime Pie, HENRY, ESG, the 90's! Did we really write about Lacrosse and Investment Management?!?!? Subscribe for regular info about Wealth Management and 401k. The markets can often provide clues for how the markets may perform through the rest of year.
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