Simplified Financial Advice.
Meet Neal
Neal has a unique view on the opportunities available to those of us who live in the United States. Neal’s parents were first generation immigrants from the developing nation of Trinidad and Tobago, and he spent many summers in his parents’ native country as a child. This helped him understand, at an early age, the imbalance that exists in the world and solidified his desire to make the most of the opportunities afforded to him in this country.
Neal McGrath is the Managing Director, Partner and Wealth Advisor at Carson Wealth. Neal is proud to be named one of Forbes Best-In-State Wealth Advisors (PA) for 2022 and 2024. Neal has also been recognized as one of the Top 100 Financial Professionals in the United States by Investment News Magazine and is one of 19 financial advisors out of the more than 4,000 in the Pittsburgh area who has qualified for the Five Star Wealth Manager Award for nine years: 2015, 2016, 2017, 2019, 2020, 2021, 2022, 2023 AND 2024. Neal is a proud partner of Carson Wealth, which according to Barron’s Magazine, is the 12th rated Registered Investment Advisor (RIA) in the country.
Today, Neal leads several locations in the region, and he works closely with the Carson Wealth team of professionals (including CPAs, CFAs, and CFP® professionals) whose sole focus is serving the complex needs of their clients by providing knowledgeable, objective advice and being a resource for any and all financial questions. Many of Carson Wealth’s Pittsburgh clients work with Neal and team for their deep knowledge and expertise in estate and legacy planning and their proactive approach to tax strategy and planning.
Neal graduated with a Bachelor of Science degree in Business and Finance. He holds the following designations:
• ACCREDITED INVESTMENT FIDUCIARY ® (AIF ®)
• CHARTERED RETIREMENT PLANNING COUNSELOR® (CRPC®)
• ACCREDITED ASSET MANAGEMENT SPECIALIST® (AAMS®)
Neal is a member of the Financial Services Institute (FSI) along with the Pittsburgh Society of Investment Professionals (PSIP). He is also a part of the Financial Educators Network (FEN) and a member of the Society of Financial Awareness (SOFA). Neal is a current member of the Financial Planning Association® (FPA®).
He has taught several retirement planning classes at local universities and presents, on average, over 20 in-person seminars per year on taxes in retirement and estate planning.
As a lifelong Pittsburgh resident, Neal lives with his wife, Anne, and three children, Colman, Norah, and Gabriel. Anne is an Estate Planning attorney practicing in the Pittsburgh area. They both enjoy spending time with their sons and daughter’s activities and having a weekly date night at local restaurants.
Neal McGrath is not affiliated with Cetera Advisor Networks, LLC.
The Five Star Wealth Manager award awarded to Neal McGrath (2015-2017, 2019 – 2024), administered by Crescendo Business Services, LLC (dba Five Star Professional). Working with a Five Star Wealth Manager does not ensure that a client or prospective client will experience a higher level of performance or results, nor a guarantee of future investment success. For more information on the Five Star award and the research/selection methodology, go tofivestarprofessional.com.
Forbes Best-in-State Wealth Advisor: Awarded to Neal McGrath (2022, 2024). The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative data, rating thousands of wealth advisors with a minimum of seven years’ experience and weighing factors like revenue trends, assets under management, compliance records, industry experience, and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Research summary as of 44,990 nominations received, based on thresholds – 23,876 invited to complete online survey – 20,412 telephone interviews – 4,926 in-person interviews at Advisor’s location, and 1,507 web-based interviews. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client.
Investment News Top Financial Professionals in the US | Hot List 2023: Investment News invited wealth professionals from across the country to nominate their most exceptional leaders for the Hot List. Investment News narrowed the list down to 100 whose contributions have helped shape the wealth industry and who support underserved groups and the next generation of wealth professionals over the past 12 months. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.
Barron’s 2023 Top 100 Registered Investment Advisory Firms. Advisors complete a 102-question survey about their practice. Barron’s verifies the data provided by the advisory firms and regulatory databases and then will apply their rankings formula to the data to generate a ranking. The formula features three major categories of calculations: (1) Assets (2) Revenue (3) Quality of practice. In each of those categories Barron’s executes multiple sub calculations. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.
