Financial Advisors Near Lancaster, Pennsylvania
Getting married, having a family, and buying a home are all rites of passage as we age. You want to approach every milestone with the confidence that you’ll have the right money management skills to prosper. Organizing and maintaining your assets can help you do that.
The wealth managers at Fort Pitt Capital Group provide the services you need to look out for your financial future. We offer stress-free planning to help you manage your money and meet all your financial aims.
Interested in Talking With an Advisor?
Contact us today to speak with a local advisor about your financial situation.
Talk With an AdvisorOur Services
We offer comprehensive financial planning, retirement planning, and wealth management services.
Financial Advisory Services
Planning for the future can ease your mind and bring big financial goals within reach. We’ll assist you with:
- Selling your business: Get more out of your sale using our customized approach.
- Investing: We can help your savings achieve compound growth with an investment plan tailored to you.
- Retirement planning: We’ve assisted many retiring Lancaster residents with our research-based approach.
As your goals change and evolve, your plan can change and evolve, too. Whatever your new goal, we’re here to support it.
Private Wealth Management
Private wealth management combines investment and financial planning services, allowing you to reach your goals and feel confident about your future. We integrate many aspects of your financial life into our services. Our methods include:
- Preparing you for retirement.
- Working with your other financial service providers, such as accountants, attorneys, and insurance providers.
- Focusing on a lifelong legacy and ensuring your wishes receive the attention they deserve.
- Coordinating assets to help them grow and allow you to access assets when you need them.
Portfolio Management
We can evaluate your risk and focus on achieving long-term objectives using a tailored investment strategy. Our team actively monitors your investments and takes proactive action when you need to make a change.
Our Clients
We work with many types of clients, including:
- Medical and legal practitioners.
- People who have inherited money.
- Families who require intergenerational wealth management.
- Widows and widowers.
- Investors.
- Retirees.
