Financial Advisory Services 
Individual Retirement Planning 
Employee 401(k) Retirement Plan Services 
Selling Your Business 
Charitable Gifting Strategies - Make the Most of Your Donations
Katharine Perry from Fort Pitt Capital Group talks with guests Amy B. Razem, CAP® from the Pittsburgh Foundation, and lawyer Nicole Phatak about making the…
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For IndividualsWe specialize in highly personalized, solutions-based investment management for investors seeking stability & peace of mind. Let's work together to achieve your goals.
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For a Business or Business OwnersWe understand the unique challenges facing businesses today and can provide the guidance you need to be successful.
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For Retirement Plan SponsorsWe can design a hassle-free retirement plan and ensure that you are getting record-keeping, fiduciary oversight, consulting, compliance, and employee education.
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For Nonprofits & FoundationsWe provide specialized solutions to help you grow and create positive, lasting change.
Customized Stock and Bond Portfolios in House
We provide solutions for long-term investors. We stick to our guns when others chase market trends. By remaining true to our strategies, our investment solutions can work towards fulfilling our clients’ goals.
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Selling Your Business
Your Future is Our Focus
Reliable service from a team you can trust.
Our Core
Exceptional Client Service
At Fort Pitt Capital Group, we work for people and manage money. We genuinely care about our clients and their success.
Investment Strategy
At Fort Pitt Capital, we understand that analytics and thought are needed to provide the best strategy that meets your goals. We stay steady throughout market changes and design portfolios that capitalize your investments and preserve your legacy.
Transparency
We pride ourselves in our transparency so you know exactly what is happening with your investment. We accomplish this with open communication and clarity when speaking with our clients.
Internal Expertise
Our team is made of financial consultants with decades of experience. We breathe life into investment portfolios and provide unique insights and strategies to ensure portfolios are personalized for success.
Expertise is Critical to Client Success
Meet the Team
Let Us Help You
When you’re serious about managing your money you need a trusted fiduciary investment advisory firm that will create a plan based on your unique needs for:
- Step 1: The First Appointment
- Step 2: Request Client Info
- Step 3: Write Investment Plan
- Step 4: Start Our Relationship
- Step 5: Ongoing Review
- Step 1: The First Appointment
- Step 2: Gather Documents
- Step 3: Plan Analysis & Proposal
- Step 4: Present the Plan
- Step 5: Ongoing Governance
Individuals
Business & Institutions
Fort Pitt has a team of in-house financial advisors with expertise in wealth management, financial planning, and investment analysis that create personalized results. Our duty of care and loyalty puts the clients’ best interests first.
Risk is NOT volatility; risk is the probability of losing purchasing power over time.
– Charlie Smith
Our Locations
Fort Pitt Capital serves clients nationally with offices in Harrisburg and Pittsburgh PA and also in Naples Florida.
