Financial Planning Meeting In Pittsburgh Office

Meeting Financial Goals

From professionals, lawyers, business owners to those retirement-ready or seeking a solid financial plan, you’d be hard-pressed to find a scenario that we have not worked with successfully. Let our experience benefit you.

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Ready to Retire

How do you know when you’re ready to retire, and how do you navigate the move from working life to your golden years? You don’t have to make the decisions on your own. At Fort Pitt Capital Group, we have been in the financial services industry since 1995, and understand what it takes to plan for big life changes like retirement.

We’ve compiled this guide to help you understand how working with Fort Pitt Capital Group can help you enjoy retirement. We review our process below so you know what to expect.

Financial Advisors for Retirement Planning

Your retirement years mean some significant financial changes. You may no longer want or be able to work, but you may have plans to pursue passion projects, travel, or enjoy other adventures. Maybe you simply want to be sure you have enough money to live comfortably.

You need to have enough to pay for medical bills, rising living costs, food, and other expenses in the years after retirement. Skilled financial advisors can help you plan for your future based on what you want from your retirement. They can look at what expenses you may no longer have and how much you need to be ready for retirement and generally prepare you for the end of your working life.

Questions We Can Help You Navigate

At Fort Pitt Capital Group, your financial advisor for retirement planning can help you review the most important questions about the process, including:

  • How much do I need to retire?
  • What do I need to do to have the retirement I want?
  • When can I retire?
  • How can I maximize my retirement savings or accounts?
  • What will my expenses be like in retirement?
  • What are the tax considerations of my retirement plan?
  • How can I pay for increasing medical expenses during retirement?

Our financial advisors can find the answers to these and other questions. We also solve the questions you haven’t thought to ask but are essential to answer now so you can plan for a better future.

Your Future Is Our Focus – Our Process

Our financial advisors for retirement use a thorough process to ensure you’re ready to retire. This process creates a custom roadmap for you and involves:

  1. Your first appointment: During your initial appointment with Fort Pitt Capital Group, we’ll answer your questions and discuss your plans, concerns, and goals. This meeting is a chance to start laying the groundwork for a plan that meets your retirement needs.
  2. Information gathering: We look at your financial statements, financial relationships, philanthropic efforts, risk tolerance, assets, professional life, and other aspects to create a detailed picture of where you are right now and what plan would suit your retirement.
  3. Your custom investment plan: Once we have all the data, we create a customized investment plan that helps you lead your life on your terms, today and after retirement.
  4. Implementation: Your financial advisor will review what they have found in your financial picture and make recommendations. They will present your custom investment plan in clear language and answer any questions you have. You’re always in control, so we work together until everything is in order before implementing your new investment strategy.
  5. Follow-up: We engage in an ongoing review of your strategy so we can make adjustments as necessary. Have the markets changed? Have you decided to adjust when you’ll retire? Are you going through a life transformation? Fort Pitt Capital Group addresses how changes impact your retirement plan and makes improvements to keep you on track for retirement.

During every step of the process, the Fort Pitt Capital Group team is always there to answer questions and prepare you to be ready to retire.

Why Choose Fort Pitt Capital Group?

Our financial advisory services company has offered retirement planning services to clients for decades. Our experience and services stand out because we bring you:

  • Transparency: We don’t use jargon or complicated financial terms. Our financial advisors believe you should stay in the driver’s seat of your retirement, so we always explain everything clearly, including costs.
  • Outstanding service: Your retirement is as important to us as our own, and every Fort Pitt Capital Group team member is committed to creating the customer experience you deserve.
  • Careful consideration of your strategy: Our team uses decades of experience, in-depth research, and analytics to create an investment strategy and investment portfolio to meet your needs and risk tolerance.
  • Diversity of experience: The Fort Pitt Capital Group team includes skilled portfolio managers, traders, analysts, and financial advisors who can bring their talents and skills to your portfolio.

Reach out to Us for Retirement Planning Today

At Fort Pitt Capital Group, our in-house financial advisors are here to create a customized approach to your retirement. Learn more about our services for individuals, or complete our contact form to start planning your investment strategy.

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Inherited Wealth

Receiving an inheritance can be life-changing, allowing you to plan for the future and make needed purchases. Working with financial advisors at Fort Pitt Capital Group can help you make the most of a financial gift.

Financial Advisors for Inheriting Wealth

Our team can help you manage your assets and investments, including your inheritances. We assist you so that your inherited wealth can provide stability and security to you and your beneficiaries today and in the years ahead.

Inherited wealth can cause your priorities to evolve and often creates questions. You may need to change your approach to investments and financial planning. Financial advisors at Fort Pitt Capital Group review your situation, goals, and financial circumstances to create a customized retirement strategy, investment plan, or wealth management strategy for you.

Questions We Can Help You Navigate

Inheriting wealth can be a big change in your life, and you may have many questions, such as:

  • How can I use the wealth?
  • What rights and obligations come with inherited wealth?
  • Is my inheritance enough to retire on?
  • Should I invest my inheritance?
  • Are there tax considerations with my inheritance?
  • How can I leave part of my inheritance to my beneficiaries?

We can answer these questions and any additional queries. Our financial advisors also address the questions you might not have thought of that could impact your financial future.

Your Future Is Our Focus – Our Process

We ensure you get the customized investment and wealth management plan you need. Our process leaves no stone unturned:

  1. We meet at a first appointment: In an initial appointment, we give you plenty of time to ask questions. We come prepared with answers to address what is top of mind for you after receiving your inheritance. Our financial advisors also ask many questions so we can understand your goals and financial situation before and after your inheritance. This initial appointment helps us create a roadmap for your financial future.
  2. We gather information: We partner closely with you to review your financial statements, current assets and liabilities, risk tolerance, charitable donations, professional pursuits, and more. We build a full picture of your current financial situation and future plans so we can use your inherited wealth to create the life you want, whether that means retirement, philanthropic work, or other pursuits.
  3. We create an investment plan: Our financial advisors develop a wealth management and investment plan that addresses your priorities and goals, so we can work together to build the life that’s now possible for you with your inheritance.
  4. We build our relationship, one appointment at a time: Our team meets with you to present your customized plan. You stay in complete control as we review our findings and recommendations and your custom plan, and we answer any questions you have. Once your plan reflects your future goals, we put it into action.
  5. We continue to review your plan: After inheriting wealth, your life won’t be static. The market or your own goals may change. Fort Pitt Capital Group continues to review your plan to make sure it keeps you on track for your goals, and we make adjustments as needed.

Through the process, the financial advisors at Fort Pitt Capital Group are available to keep the conversation going and listen to your concerns. Our goal is to create a plan that brings you peace of mind.

Why Choose Fort Pitt Capital Group?

Fort Pitt Capital Group was created on core values designed to help you confidently pursue your financial goals. When you partner with us, we stay committed to:

  • Exceptional client service: Fort Pitt Capital Group is people-focused. Our main concern is you and your financial future, which is why we listen and partner closely with you to help you achieve your goals. In every interaction with you, we strive to ensure you have an excellent experience and feel supported.
  • A custom investment strategy: We use analytics and thoughtful research to create investment strategies designed around your needs and priorities, not around trends or today’s market conditions. We create custom, flexible strategies and continue to update them so they evolve as your life changes.
  • Transparency: Fort Pitt Capital Group believes in empowering you by laying all the cards on the table. We explain everything clearly in plain language and answer all your questions. It’s your money, and you deserve to understand all the actions we’re taking on your behalf. At the same time, we’re not afraid to say “no” when we’re confident an action could be a mistake. We’re forthcoming about what strategies we feel are right and which we don’t recommend.
  • Internal expertise: Our team includes managers, analysts, traders, and financial advisors who bring different perspectives and skills to the table to design an investment plan for you. Our breadth of experience and multiple perspectives of your portfolio means that we look at the possibilities from every angle before deciding on a strategy.

Contact Fort Pitt Capital Group Today

If you’ve learned you will be inheriting wealth, act today to protect your financial future. Contact Fort Pitt Capital Group for assistance today, or read more about our financial services.

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Professionals and executives have unique financial planning, wealth management, and retirement planning needs. If you’re a C-suite executive or white-collar professional, you’ve spent years working to build your career and may not have the time to manage your wealth or develop a customized investment strategy. That’s where the financial advisors at Fort Pitt Capital Group can help.

Financial Advisors for Professionals and Executives

Fort Pitt Capital Group provides financial advisors for executives to save you time when creating a bespoke investment and wealth management strategy. As you work long hours in your business, our financial advisors can complete the research and analytics to develop a metrics-driven plan for you.

Questions We Can Help You Navigate

Fort Pitt Capital Group can help you answer the questions you might have about investment planning, retirement planning, and wealth management, including:

  • How can I use my assets and investments to give back and make a difference?
  • When can I retire?
  • How much do I need to retire or meet my philanthropic goals?
  • How can I maximize my investments to protect my future?
  • How can I plan to leave my assets to beneficiaries?

At Fort Pitt Capital Group, we aim to answer these inquiries and ask the crucial questions you haven’t considered yet as you plan for your financial future.

Your Future Is Our Focus – Our Process

At Fort Pitt Capital Group, we understand executives, business leaders, and professionals are busy and goal-oriented. That is why we’ve designed a client process that honors your time while delivering results. Here are the steps we’ll take:

  1. We’ll set up an initial appointment: Your first appointment with Fort Pitt Capital Group is your chance to ask questions and review your financial situation and future goals with our team. We’ll ask questions so we can start creating a roadmap for your investments.
  2. We’ll review information: We’ll review your financial statements, assets, philanthropic efforts, current investments, risk tolerance, professional life, and other details to fully understand what strategies could work for you.
  3. We’ll craft a bespoke investment plan: We’ll use your data and our team’s expertise, research, and analytics to create a customized plan that matches your priorities.
  4. We’ll handle implementation: We’ll review our findings and recommendations and present you with your customized plan, allowing you to inquire about any questions. Once we’re confident the plan reflects your needs, we can implement your strategy. We take care of the details so you can get back to your career, but we’re always here to answer questions and review your current goals.
  5. We’ll review your strategy: Fort Pitt Capital Group reviews and updates your strategy as needed. Your plan can grow alongside your changing needs as your professional and personal lives evolve.

Why Choose Fort Pitt Capital Group?

Fort Pitt Capital Group offers a boutique experience with the in-house analysts, certified financial planners, and trading system capabilities you expect from a large firm. Executives and leaders turn to us because we offer:

  • Exceptional client service: We work to create an excellent experience so you feel supported. Our entire team is committed to a high level of service, reflected in our timeliness, our communication style, and the way we interact with you. If there’s something we can implement to make your experience with us better, we’ll do it.
  • A custom investment strategy: Fort Pitt Capital Group doesn’t chase market trends or try to time the market because we know these strategies don’t work. We rely on analytics and research to build custom and flexible investment approaches and update them as the markets and your life evolve. We create a roadmap for your financial future so your wealth management strategies, retirement objectives, and investment plans align with your goals and priorities.
  • Transparency: Fort Pitt Capital Group speaks your language. If your professional life has allowed you to work closely with finances, we can communicate with you using the financial terms you use daily. If you’re a visionary leader without a financial background, we can explain your financial plan clearly in plain language. We ensure you understand the costs, benefits, potential risks, and the thinking behind your customized plan so that you can make empowered decisions about your financial future.
  • Internal expertise: The Fort Pitt Capital Group team comprises traders, managers, analysts, and financial advisors. Each will bring their unique skills and perspectives to the table, using a breadth of experience to create a plan designed for your needs.

Connect With an Advisor From Fort Pitt Capital Group Today

If you’re seeking a customized strategy to help you invest, plan for future financial needs, or complete other essential money tasks, read more about our services or reach out to us to set up an appointment.

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Business Owners

You put everything on the line as you created a business that is an extension of yourself, and that is your legacy. Your responsibilities are immense which makes you appreciate the value of hiring the right people and have high-performance expectations. We share your high standards and have helped many like you navigate issue like:

Call us today to see if we should be the next addition to your team.

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Your hours are long, and your stress level is high. It is a priority to know that you have your financial affairs in order, and you know the value of having a professional in your corner. Fort Pitt Capital Group has many clients in the legal community and knows the needs and challenges you face.

Find out why so many of your peers work with us as their financial advisor.

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Doctors (Medical and Dental)

The time, effort, and money that it takes to earn a medical degree make you all the more eager to make the most out of every dollar earned. You have needs that pertain specifically to your field such as:

  • Navigating peak income period
  • Disability and other insurance considerations
  • Asset protection
  • Establishing trusts

Our advisory team will show you how to navigate your financial landscape to turn your goals into reality. Imagine the peace of mind from knowing your fiscal future is on the right path.

Put our experience to work for you.

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Female Investors

Firstly, we prefer to just call them “investors.” You are a person in need of a trusted financial advisor, and we are here to help. We do make sure to stay cognizant of financial considerations that are specific to women such as:

  • The impact of the gender pay gap on social security benefits
  • Women’s longer life expectancy than men
  • Female investors tending toward being risk-averse
  • Being talked to in a patronizing fashion

It is part of our firm’s culture to treat all clients equally and with the utmost respect.

Our experienced advisors will help you rest assured that you are making your money work to its fullest potential. Find out how.

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Sudden Wealth (Widow/Widower)

You’ve lost your partner and are going through the most devastating time in your life. Fort Pitt can make this transition easier for you by:

  • Collaborating with insurance professionals, lawyers, and tax-preparers
  • Consolidating assets
  • Investment planning and strategies
  • Social security guidance
  • Pensions with survivor benefits
  • Simply being another element of your support system

Our clients are an extension of our family. We can get your finances organized and guide you through the process in simple terms while using our expertise to provide advice that is in your best interest.

We are here for you.

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Intergenerational Portfolio Management

You are in a position to provide financial security to the next generation. It is vital to be sure that you are making the best decisions for:

  • Coordination of long-term objectives
  • Investment strategy continuity
  • Multi-generational asset coordination
  • Investment management of trusts & foundations

Our firm has the experience to foresee challenges, the expertise to advise you, and the responsibility to make recommendations in your family’s best interests.

Knowing the next generation is taken care of is the ultimate comfort. Let us show you how.

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It's Time for a Plan

Your debts are paid down, and it’s time to build the foundation for real, long-term financial stability. Your wealth is emerging, and you’re starting to consider:

  • Is it time to hire a money manager?
  • Is my money really working as hard as it can for me?
  • Am I putting enough into retirement versus saving for short-term like home repair?
  • What investment vehicles are best?
  • Do I make enough to save for college and retire someday?

It is time to get serious about investing and develop a relationship with an advisor that you trust. Our advisory team will show you how to navigate your financial landscape to turn your goals into reality.

Imagine falling asleep knowing your fiscal future is heading down the right path.

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

The result? Peace of mind.

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