
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 many people with these titles sell investment products. The money to pay their commission comes directly from your assets; either taken as a percentage of your portfolio or your earnings, and the exact amount is often unclear. Fort Pitt Capital Group’s fee-only advisors do not sell products and therefore are paid only a fully transparent fee. Curious how our fees stack up against a commissioned broker? We provide a no-cost or obligation analysis.
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Our Services Include
- Active Management
- Asset Allocation
- Security Selection
- Performance Tracking
- Risk/Return Comparison
- Outsourced Chief Investment Officer (OCIO)
- Investment Analysis
- Portfolio Evaluation
- Retirement Planning
- Saving for College
- Business Transition
- Financial Analysis
- Exit Planning
- 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.
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