Headquarters:
Cranberry Township, PA
Year founded:
1990
Number of employees:
23
Phone:
724 658 4211
Email:
info@ca-wm.com
Website:
capitalainvestments.com
LinkedIn:
linkedin.com/company/capital-a-wealth-management
David Domenick, Jr., CRPC®
Managing Partner and Investment Adviser Representative
Brandon Domenick, CRPC®, AIF®
Managing Partner and Investment Adviser Representative
Joseph Palimino
Managing Partner and Insurance Professional
Leadership
David Domenick Jr., managing partner of Capital A Wealth Management, was inspired by his father’s dedication to helping families prepare for retirement. Today, he helps clients pursue their retirement goals through the firm’s Alpha Plan process. A graduate of Indiana University of Pennsylvania, he is a published author and co-host of the company’s retirement-focused podcast, Capitalize on Retirement. He was recognized as an Advisors to Watch Under $1B honoree in both 2025 and 2026. Domenick lives in Cranberry Township with his wife, Jaclene, and their daughter, Cecilia Rose.
Managing Partner and Investment Adviser Representative
David Domenick, Jr., CRPC®
Brandon Domenick, managing partner of Capital A Wealth Management, helps shape the firm’s culture and vision while focusing on what matters most: helping clients build comprehensive retirement plans. Inspired by his father, David Sr., he works with clients across five key areas: income, investments, taxes, health care, and legacy planning. A Westminster College graduate, he is a published author, has contributed to Kiplinger, and co-hosts the company’s Capitalize on Retirement podcast. Domenick lives in Cranberry Township with his wife, Ashley, and their miniature goldendoodle, Enzo. He enjoys staying active, skiing, and traveling.
Managing Partner and Investment Adviser Representative
Brandon Domenick, CRPC®, AIF®
Joseph Palimino oversees Medicare services at Capital A Wealth Management and has helped clients navigate their Medicare needs since 2015. Committed to staying informed in an ever-changing landscape, he continually expands his knowledge and teaches a Medicare course for lifelong learners at a local community college. A graduate of Penn State University, Palimino is a longtime New Castle resident, where he lives with his wife, Angela, and their three children, Julia, Maria, and Joseph Jr. Outside the office, he enjoys spending time with family and friends, watching sports, and trying new restaurants.
Managing Partner and Insurance Professional
Joseph Palimino
David Domenick, Sr.
Managing Partner and Investment Adviser Representative
David Domenick Sr., president and founder of Capital A Wealth Management, has helped individuals and families plan for retirement for more than 35 years. He founded the firm in 1990 after recognizing the need for financial planning that looked beyond investments to retirement income. Today, Domenick oversees the firm’s operations while continuing to work with clients alongside his sons, David Jr. and Brandon, and daughter-in-law, Jaclene. A graduate of Indiana University of Pennsylvania, he lives in New Castle with his wife, Rosa. He enjoys golfing, working out, traveling, and spending time with family, especially his granddaughter, Cecilia.
Managing Partner and Investment Adviser Representative
David Domenick, Sr.
Paul Kiefer, CFP®
Investment Adviser Representative
Paul Kiefer, founder of Kiefer Financial, brings more than 50 years of financial industry experience to Capital A Wealth Management. Since beginning his career in 1972, he has remained committed to helping clients pursue financial freedom and retirement goals with honesty, patience, and integrity. A graduate of Youngstown State University, Kiefe is a Certified Financial Planner™ professional and holds multiple insurance and securities credentials. Outside the office, he enjoys working out and following baseball, football, and basketball. Most importantly, he enjoys spending time with his wife, Beatrice, daughter, Kelly, and two grandsons.
Investment Adviser Representative
Paul Kiefer, CFP®
Brett Chieze, CPA
Partner, Capital A Tax Solutions and Tax Professional
Joel Nesbitt, CFA®
Director of Financial Planning
Lisa Harvey
Customer Support
Pam Chhabra
Manager – Residential Strata
Brett Chieze serves as a tax professional and CPA at Capital A Wealth Management, helping clients navigate tax planning with a focus on optimizing financial strategies and identifying valuable deductions and credits. A graduate of Robert Morris University, he earned a degree in business administration with a concentration in accounting and brings experience managing complex tax matters. He is known for his attention to detail, problem-solving skills, and commitment to building strong client relationships. Chieze lives in Harmony with his wife, Chandler, and their daughters, Vienna and Aspen. Outside the office, he enjoys sports, particularly football, and exploring new restaurants.
Partner, Capital A Tax Solutions and Tax Professional
Brett Chieze, CPA
Joel Nesbitt joined Capital A Wealth Management in 2020 and helps clients build and review retirement plans as their needs and circumstances evolve. A graduate of Slippery Rock University with a degree in finance, he holds life, accident, and health insurance licenses, as well as a Series 65 license. After spending a few years in Arizona, Nesbitt made his way back home to Pennsylvania and is newly married to his wife, Shannon. Outside the office, he enjoys live music, bodybuilding, and numismatics – the study and collection of coins, currency, and medals.
Director of Financial Planning
Joel Nesbitt, CFA®
Lisa Hardy is a valued member of the customer support team at Aquastar Swim Schools, bringing extensive customer service and leadership experience to the organisation. Before joining Aquastar, she worked in the security industry in customer service and assistant manager roles, developing strong communication, problem-solving and relationship-building skills. She also holds qualifications in business management and hospitality.
At Aquastar, Hardy is recognised for her outstanding customer service and commitment to supporting families. She is highly experienced with the customer portal and a trusted contact for enrolments, account enquiries, program information and customer requests. Outside work, she enjoys soccer and swimming.
Customer Support
Lisa Harvey
Stephen McMillan first entered the financial services Industry when he joined GE Capital as a finance analyst in 2008, from which he progressed through roles working both onshore and offshore. From there, he moved into Pacific Premium Funding as a financial planning and analysis leader in 2012 and was a key resource in the evolution of the business, first with the successful sale to Macquarie Pacific Funding and then the following progression into IQumulate Premium Funding, where he is now the commercial manager.
As commercial manager, McMillan leads a team that is responsible for commercial analysis and business support, identifying and reporting improvement initiatives, and the securitization and treasury functions of the business.
Commercial Manager
Stephen McMillan
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Award Winner
CAPITAL A WEALTH MANAGEMENT, LLC
SPECIAL REPORT
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Bio
Adam Basaldella
Manager – Claims
Stephen McMillan first entered the financial services Industry when he joined GE Capital as a finance analyst in 2008, from which he progressed through roles working both onshore and offshore. From there, he moved into Pacific Premium Funding as a financial planning and analysis leader in 2012 and was a key resource in the evolution of the business, first with the successful sale to Macquarie Pacific Funding and then the following progression into IQumulate Premium Funding, where he is now the commercial manager.
As commercial manager, McMillan leads a team that is responsible for commercial analysis and business support, identifying and reporting improvement initiatives, and the securitization and treasury functions of the business.
Product Manager
Claire Watson
“Swimming is more than a sport – it is an essential life skill that can save lives. Aquastar Swim Schools believes every child deserves the skills, confidence and awareness to stay safe around water, regardless of their background or access to private lessons”
Gareth Cope,
Aquastar Swim Schools
“Aquastar Swim Schools strives to be a genuine extension of each school community, delivering safe, organised and flexible programs tailored to individual needs. Great service goes beyond swimming lessons – it means building trust, supporting families and creating positive outcomes for students”
Peter Smith,
Aquastar Swim Schools
Founded in New Castle, PA, in 1990, Capital A Wealth Management, LLC has grown from a small, family-owned financial business into a rapidly expanding regional wealth management firm. Since 2020, it has approximately doubled the number of client households it serves, nearly tripled its team, and grown from approximately $150 million to approximately $800 million in assets while expanding its presence to Cranberry Township, Bridgeville, and Canfield, OH.
Through its comprehensive approach to retirement planning, Capital A helps individuals and families navigate the many aspects of their financial lives, including income, investments, taxes, health care, and legacy planning. As the firm continues to grow, its focus remains rooted in the values that have shaped it from the beginning: putting clients first, building lasting relationships, and delivering an exceptional experience. With a growing team and family-driven culture, it is committed to helping clients confidently plan for and live through retirement.
Water safety for every child
For some families, where cost or access is a barrier, a school program may be the only structured swimming and water safety education their child receives, which is why Aquastar’s School Swimming and Water Safety Program goes beyond swimming lessons. Each swimmer is assessed against age- and ability-appropriate skills and receives
certificates and water safety education resources, giving schools measurable evidence of progress alongside the harder-to-measure gains in confidence and independence.
Aquastar’s commitment to children extends past the lessons themselves, with scholarships, fundraising, Giving Days and employment opportunities for young people carrying Aquastar's community focus beyond the pool.
The company's read on the future stays close to that purpose: expanding practical learn to swim and water safety, reaching more children through school partnerships, and continuing to invest in the next generation of teachers and supervisors.
Recognition in The Educator’s Service Provider Awards for 2026 reflects a business that has grown quickly while keeping its founding priorities intact – helping more children become confident, capable and safe in the water.
