How A Financial Advisor Can Help

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How A Financial Advisor Can Help

If you’re wondering what a financial advisor does to help, here are several scenarios patterned after our clients’ journeys. Explore these case studies to see how a dedicated partnership with a financial advisor can lead to clarity and peace of mind.

*Case studies are for illustrative purposes only. This story is not a testimonial. The information is presented to illustrate our experience and the types of clients we help.

Read Sarah's Story

Read Sarah's Story

Sarah was accumulating assets, but they were scattered. She needed guidance on the best business structure, tax-efficient strategies for her growing income, and a clear path for long-term savings, including retirement and future education for her family.
Read Joe's Story

Read Joe's Story

Joe's concentrated stock position presented a substantial risk to his overall financial security. A significant downturn in that one company could jeopardize a large portion of his wealth, impacting his retirement plans and legacy goals.
Read Wilma's Story

Read Wilma's Story

Wilma needed to transition from her single-family home to a continuing care facility, a daunting task. Her primary concern was ensuring she had a secure and predictable monthly income without running out of money. She also worried about taxes and long-term care costs.

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Fort Pitt Capital was acquired by Kovitz Investment Group Partners, LLC (“Kovitz”), a registered investment adviser with the SEC on November 1, 2024. Fort Pitt Capital is now a division of Kovitz. Materials created prior to this date were created by Fort Pitt Capital and are accurate as of the time of publishing.

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Case Studies