Our Services

We employ certified financial planners who offer many services, working with individuals as well as businesses.

Financial Advisory Services

As you age, your needs change. We understand that your goals may evolve too, so we provide flexible planning services that can adjust with you throughout your life. Our services include:

• Retirement planning: We employ research-based techniques focused on meeting your unique goals.
• Savings investment: Our portfolio services can compound your savings.
• Selling your business: Our customized plans help you maximize your profit when you sell your business.

Private Wealth Management

We create strategies to meet your private financial goals, such as:

• Managing your income during retirement.
• Organizing your assets and making them easy to access.
• Executing intergenerational investment planning.

Portfolio Management

We evaluate your risks and focus on achieving your investment aims to create a comprehensive portfolio investment strategy for you. We’ll help you reach your objectives and map out your income requirements to balance savings with immediate needs.

Our Clients

We work with many clients, including:

• Recent and not-so-recent retirees.
• Investors.
• Medical, legal and other professionals.
• Owners of large and small businesses.
• Families with an intergenerational portfolio.
• Heirs.

Talk With an Advisor Today

You can trust the experience and knowledge that we can bring to every interaction with Fort Pitt. Contact us to discuss our services or schedule your appointment today.