Virtual Financial Services

About Our Services

Our virtual services involve a video call with our advisors. A virtual financial advisor can speak with you and share their screen to communicate vital information. Advisors bring extensive financial experience and aim to build trust. Our unbiased advice can help optimize investment returns and protect you during market declines. Here are our service categories.

For Individuals

Fort Pitt Capital Group’s individual services aim to understand who you are, including your financial goals and risk appetite. We account for factors like your family and business to work toward financial success on your terms. Our services for individuals include:

• Wealth management
• Portfolio management
• Insurance advisory
• Financial advisory

For Business Owners

We can customize our services to meet your business’s needs. While you focus on running your operations, we’ll focus on supporting informed financial decisions. Our advice covers all business types, including corporations, public entities, and closely held businesses. Come to us for investment consulting, exit planning, and insurance services.

For Retirement Plan Sponsors

Your team supports your business success. Give employees the financial security they deserve with custom retirement plan solutions. We offer retirement plan sponsor services like:

• Employee 401(k) retirement plans
• Administrative and compliance
• Fiduciary oversight
• Employee education
• Customized plan design

For Nonprofits and Institutions

For nonprofit organizations, we prioritize your financial goals, create custom plans that align with your mission, and promote the use of your financial resources to do good and build for the future. Available services include an outsourced chief investment officer, an investment policy statement, and financial outsourcing communication and reporting services.

The Fort Pitt Capital Group Advantage

When you work with us, you get advantages like individualized support. We work toward every client’s unique goals rather than looking out for our success. Throughout the virtual advisory process, we offer transparency and clear communication, and our advisors value the trust you put in us. We aim to manage your finances effectively and meet our obligation to work for your financial success.

Fort Pitt Capital Group draws on over 25 years of experience in the financial services industry. We bring many resources to offer a holistic approach to financial services. Our team of dedicated advisors has the education and knowledge necessary to serve you.