Wealth Management

We offer wealth management services to grow and preserve your assets. You’ll feel secure in your financial future knowing our strategies provide long-term stability. We can help you with everything from general money management to specific financial needs, such as:

• Managing retirement income: We structure your wealth strategically to ensure you receive a steady stream of post-retirement revenue.
• Coordinating assets: We arrange your funds for accessibility, growth, tax efficiency and minimal risk.
• Transferring wealth: We create a plan to transfer your resources according to your wishes.

Financial Advisory Services

Your monetary situation is always evolving. Our certified financial planners help you make adjustments that give you economic security through any changes or challenges life may bring.

Our financial advisory services for individuals include:

• Planning for retirement: We help you prepare for life after retirement by developing a plan customized to your specific needs and goals.
• Investing: We take your investments to the next level with plans that compound your savings.
• Selling your business: We align your sale with your financial plan to help you benefit from your business.
• Navigating life’s transitions: We update your financial plans as you tackle changes in your life, such as starting a new job, getting married or reaching other important milestones.

Portfolio Management

Your financial portfolio includes your cash, stocks, bonds and other investments. Our financial advisors oversee your portfolio to help you reach your investment goals. We develop portfolio management strategies that account for your:

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

People We Work With

Our certified financial planners build strategies to accommodate your specific needs. Whether you’re a doctor or a small business owner, we can create a plan that suits your unique background.

Our client list includes:

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

Talk to a Certified Financial Planner Today

Fort Pitt Capital Group is an investment firm that has provided reliable financial services for over 25 years. Our certified financial advisors help clients near Pleasant Hills, Pennsylvania, manage their finances for maximum growth and long-term security.

Get in touch with us today to speak with an advisor about your monetary goals.