Fort Pitt Capital Team Members Talking

What should you consider when choosing a financial services company?

Beware of a salesperson hiding behind a “financial advisor” title. Job titles such as Wealth Manager, Money Manager, and Financial Advisor are not professional designations, and they do not necessarily provide the comprehensive advice we provide. Many times they are only focused on selling products, and that’s not us. Our guidance comes as a result of reviewing your entire financial picture and providing holistic financial advice.

Contact Us Today To Learn more

 

Our Services Include

Customized Portfolio Management:
  • Active Management
  • Asset Allocation
  • Security Selection
  • Performance Tracking
  • Risk/Return Comparison
  • Outsourced Chief Investment Officer (OCIO)
Investment Advice & Financial Planning:
  • Investment Analysis
  • Portfolio Evaluation
  • Retirement Planning
  • Saving for College
  • Business Transition
  • Financial Analysis
  • Exit Planning
Wealth Management:
  • Intergenerational Planning
  • Retirement Income Planning
  • Cash Flow Management
  • Wealth Distribution Strategies

Fort Pitt Capital Group’s personalized solutions help our clients achieve financial success.

The result? Peace of mind.

Let's Talk

Join Our Newsletter

Receive updates from our blog, retirement plan industry events & news, media appearances, and the latest on Fort Pitt events.