Individual Services

Your goals, dreams, priorities, and concerns are unique to you and your family. You need dynamic, personal financial services that evolve as your life does:

Is your family experiencing change?
Do you need to protect or manage assets in a trust or deepen your or your family’s financial knowledge?
What are your aspirations — for yourself and for the people and organizations you care about?
Are you well on the way to financial security, or is retirement looming over your head?

There are as many answers as there are individuals, but they all have one thing in common: They demand a unique understanding of your life. At Fort Pitt Capital, we start our relationships with a conversation that focuses on you. You’ve worked a lifetime to get to where you are today. We respect that. We also understand that no two clients are the same.

We get to know what matters most to you, establishing financial goals, and measuring your risk appetite. We weigh personal, business, and family considerations to determine how best to maximize your chances of success – on your terms.

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Helping you navigate life’s transitions.

It’s not enough to just consider investments anymore. Because life gives us surprises, challenges, and changes, you need to have a trusted advisor who makes you feel secure about your future. Financial security begins with basic money management, but it extends to other aspects of your financial life, such as:

Coordinating with your service providers, including CPAs, attorneys, etc.
Guiding you away from impulsive decisions that can derail your progress.
Caring for the “bigger picture” as you prepare for a stable retirement.
Facilitating a lasting and cohesive legacy that honors your wishes, goals, and values.

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Personal financial services to reach your goals.

Plan your retirement.

Just because you stop working doesn’t mean you’ll be any less active. At Fort Pitt Capital, we make it easy to start preparing for your future today. Retirement is supposed to be enjoyable and stress-free, so we created our planning process to be that way too. We base our advice on sound research and make it easy to focus on what’s most important – you!

Invest your savings.

You work hard to save, so shouldn’t your savings work hard for you? A savings account is good for emergencies and near-term purchases, but your money should be growing over time. Make one smart decision today and let compounding interest take care of the rest by working with Fort Pitt Capital. Supercharge your savings with a diversified investment portfolio focused on growing your money for the long term.

Sell your business.

The sale of a business can be an exciting but challenging time. At Fort Pitt Capital, we can integrate your deal with your financial plan to help you secure your monthly income and your financial future. Our strategic relationships with CPAs, attorneys, and business valuation specialists can help you get the most value for your business while minimizing day-to-day disruptions.

Put our financial services to work for you.

You’ve worked a lifetime to get to where you are today. It’s time someone worked for you to ensure no retirement scenario is overlooked. Schedule a consultation today so we can get a better understanding of your life and your needs.