Roof Advisory Group to join Fort Pitt Capital Group 

We’re excited to announce that Roof Advisory Group, based in Harrisburg, PA, is joining Fort Pitt! As of August 1, each firm agreed to the merger, which is expected to close in the fourth quarter of 2019, subject to customary closing conditions.

Founded by Jeff Roof in 1998, Roof Advisory is a registered investment adviser that provides fee-only wealth management solutions and investment advice to high net worth individuals and families. Joining Fort Pitt will provide Roof Advisory with expanded operational and financial planning resources to promote growth, as well as deepen and broaden the investment capabilities of the combined firm. The transaction will expand Fort Pitt’s presence in Pennsylvania and position its business for further growth in the Northeast.

Their client service model and portfolio management experience will contribute significantly to the bench strength and quality of our team. We could not imagine a better strategic and cultural fit for our first M&A transaction since joining the Focus partnership. We’re thrilled to welcome Jeff and his team to Fort Pitt!

 Estate Planning Myths and Tips

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