Our Services for Individuals

We offer a wide range of services to individuals, including:

Private Wealth Management

We provide comprehensive financial planning and investment strategies to manage your wealth effectively. Our private wealth advisors assess your current financial standing and discuss your personal and financial goals to develop the right plan for your needs.

We create strategies for all types of private wealth circumstances. If you’re retired, we help you manage your retirement income to protect and grow your wealth. We also partner with clients for long-term asset management to ensure the right balance of accessible funds and asset growth.

Many individuals also need a plan to distribute their wealth. We develop strategies to ensure a smooth transfer of wealth to both family members and organizations.

Financial Advisory Services

Your financial situation is always evolving. Our certified financial planners help you make the right adjustments to your savings, investments, insurance and tax strategies to address your changing needs. We assist with:

• Planning for retirement: We create financial plans tailored to your specific retirement goals.
• Maximizing your savings: We develop diversified investment plans to compound your savings.
• Selling your business: We integrate the sale of your business with your financial plan to secure your finances. We also work with local attorneys and business valuation specialists to get you the best value for your business.
• Navigating life’s transitions: We manage your assets to account for life changes that affect the course of your financial future, such as getting a new job or moving.

Portfolio Management

Your portfolio is your collection of stocks, bonds, assets and cash. The right portfolio management strategies allow you to increase your returns and achieve your financial goals.

At Fort Pitt Capital Group, we help you mitigate risk and maximize your overall return with a portfolio management plan that works best for your specific needs and preferences. We’ll organize your assets to prioritize your:

• Risk tolerance
• Preferred time frame
• Income needs
• Return targets
• Long-term goals

Our Clients

We work with Cranberry Township residents from a variety of different backgrounds, including:

• Retirees
• Wealth inheritors
• Business owners
• Investors
• Lawyers
• Medical professionals
• Widows and widowers
• Professionals and executives

Talk With an Advisor

If you’re interested in portfolio management, financial advisory services or wealth management in Cranberry Township, contact Fort Pitt Capital Group to speak with an advisor today.