Financial Services Available

At Fort Pitt Capital Group, we offer customized financial services to help people with financial advisory, portfolio, and wealth management.

Financial Advisor Services

When you need help planning your finances, our certified financial advisors can focus on meeting all your requirements. With our knowledge and expertise, we can help you:

• Plan your retirement: Establishing a plan can help ensure stable financial security for retirement. First, we’ll assess your current retirement goals and finances, then develop a plan to achieve those goals.
• Adjust your financial plan: Your financial plan will continue to change as your life does. We can assist you in adjusting your financial plan to reflect your current situation.
• Create investment strategies: Investing can help you expand your wealth and savings. We’ll develop investment strategies to help you increase your fortune.
• Add business sales: We can include your business sales in your financial plan. We collaborate with nearby business valuation consultants to ensure you receive the most value from your sales.

Portfolio Management

Your portfolio includes all financial assets, including cash, bonds, stocks, and other investments. When you know how to manage your financial portfolio, you can lessen your risk and increase your return. We meet your financial portfolio requirements by understanding your objectives and needs, like:

• Long-term goals.
• Risk tolerance.
• Income needs.
• Target returns.
• Favorable time frame.

Private Wealth Management

Your wealth can accumulate to help you and your family establish financial stability. We’ll create plans to assist you with:

• Coordinating your assets: We’ll work with you long-term to arrange your assets for minimized risk, tax efficiency, maximized accessibility, and sustainable growth.
• Managing your retirement income: We can turn your assets into revenue to help you receive consistent earnings while retired.
• Planning intergenerational investments: We’ll construct a plan to transfer your wealth to your family members or a beloved organization.

People We Work With

We work with a vast group of people, including:

• Investors
• Business owners
• Retirees
• Medical professionals
• Lawyers

Talk With an Advisor

When you need a financial advisor near Mount Lebanon, Pennsylvania, choose Fort Pitt Capital Group. When you’re ready to begin your journey in financial planning, reach out to us to get in touch with a representative.