Financial Advisors Near Butler County
Financial planning is essential to maximizing your savings and ensuring your financial stability. But managing your assets can be a big task.
At Fort Pitt Capital Group, our financial advisors make the process stress-free. We have the knowledge and experience to create the right financial plan for your unique needs, so you can rest assured knowing that your money is well managed.
Interested in Talking With an Advisor?
Contact us today to speak with a local advisor about your financial situation.
Talk With an AdvisorOur Services
Our certified financial planners provide a range of services, including:
Private Wealth Management
We build a comprehensive plan to manage your wealth using strategies that align with your personal and financial goals. We provide:
- Retirement income management: We look at the big picture of your finances to manage your assets for a secure retirement.
- Asset coordination: We organize your assets to help grow your wealth and make it easily accessible to you at all times.
- Intergenerational investment planning: We ensure your financial wishes are executed precisely and smoothly.
Financial Advisory Services
We take a comprehensive approach to financial planning that accounts for your changing needs. We can help you with:
- Planning for retirement: We make planning for retirement easy with our research-based process that focuses on your unique needs.
- Selling your business: We help you get the most out of the sale of your business with our customized, strategic financial planning.
- Investing your savings: We create a comprehensive investment portfolio that compounds your savings.
- Adjusting your financial plans: We adjust your financial plans to accommodate buying a house, getting a new job, starting a family and other major life changes.
Portfolio Management
Your portfolio includes financial investments such as cash, bonds, stocks and other assets. Our financial advisors develop portfolio management strategies to increase your returns and help you reach your financial goals. We consider your income needs, return targets, risk tolerance and long-term goals to create a plan that works best for you.
Our Clients
Our financial advisors near Butler County provide the attentive financial care you need, regardless of your background. Our clientele includes:
- Professionals and executives
- Retirees
- Business owners
- Widows and widowers
- Lawyers
- Medical professionals
- Wealth inheritors
- Investors
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