Financial Services We Offer

We provide services to help ensure your long-term financial security. You can come to us for:

Private Wealth Management

We help you manage assets and investments with customized strategies for wealth growth and distribution. We develop plans to:

• Manage your retirement: We organize your funds to ensure you receive consistent income when you retire.
• Coordinate your assets: We structure your assets to preserve your wealth and make it readily available when you need it.
• Prepare for intergenerational investments: We create a plan to transfer your wealth smoothly and according to your wishes.

Financial Advisement

Fort Pitt Capital Group provides solutions to help you reach your financial goals. We develop personalized plans for all types of monetary needs, including:

• Planning for retirement: We help you prepare for retirement on your terms.
• Investing: We create a diversified investment portfolio to grow your money with minimal risk.
• Selling a business: We integrate your business sale with your monetary plans to secure your monthly income and financial future.
• Navigating life’s transitions: We update your budgeting plans to account for all of life’s changes, from buying a house to starting a family and other milestones.

Portfolio Management

Your financial portfolio is a collection of your assets, stocks, bonds, cash and other investments. Our financial advisors use customized portfolio management strategies to maximize your returns while minimizing risk. We develop strategies for long-term success and avoid chasing fads or trying to time the market.

Who We Work With

Our financial planners build comprehensive plans to ensure every strategy brings you one step closer to your banking goals. We work with clients from all types of backgrounds, including:

• Medical professionals
• Retirees
• Business owners
• Wealth inheritors
• Lawyers
• Professionals and executives
• Widows and widowers
• Investors

Talk With a Financial Advisor to Discuss Your Financial Goals

If you’re looking for financial planning services near Carlisle, Pennsylvania, Fort Pitt Capital Group can help. We are a trusted investment firm with more than 25 years in business. We’re also a fee-only company, which means we focus on serving you rather than selling products.

Our financial planners can help you achieve your monetary goals. We specialize in wealth management, portfolio strategies and financial advisory services.

Submit an online contact form today to schedule an appointment with one of our financial advisors. We’re available to answer your questions and help you plan for the future.