Financial Services We Offer

We provide individuals with personalized financial services, including portfolio management, financial advisory, and wealth management.

Portfolio Management

Managing your financial portfolio is essential because it contains all your financial assets, like cash, stocks, bonds, and other investments. When you work with our portfolio specialists, their goals are to maximize returns and reduce risks. We’ll accommodate your needs and objectives, including your:

• Preferred time frame.
• Long-term goals.
• Income needs.
• Target returns.
• Risk tolerance.

Financial Advisor Services

Our financial planners can work with you to meet your continuing financial needs as situations progress. We can assist you with:

• Plan adjustments: When life changes, so do your financial plans. We’ll help you make the necessary adjustments to your financial plan by providing solutions for your new economic situations.
• Investment strategies: We can help you increase your savings and wealth by developing investment plans to grow your fortune.
• Retirement planning: Planning for retirement enables you to prepare for continuous financial security. We’ll analyze your current retirement goals and finances, then create a plan to help you achieve your goals.
• Business sales: We can update your financial plan to include your business sales. We’ll team up with regional business valuation specialists to ensure you get the best value from every sale.

Private Wealth Management

We can provide wealth management solutions to help you and your family achieve continuing financial stability. We’ll develop plans to:

• Coordinate your assets: We’ll work with you over time to ensure your assets have sustainable growth, tax efficiency, maximum accessibility, and minimized risk.
• Manage your retirement income: We design your assets become a consistent income source during retirement.
• Plan intergenerational investments: We’ll help you create a plan to transfer your fortune to your family members or beloved organizations smoothly.

People We Work With

We work with people of all backgrounds to help them succeed financially, including:

• Retirees
• Investors
• Business owners
• Widowers and widows
• Executives and professionals
• Lawyers

Talk With an Advisor

Are you ready to take control of your finances? Fort Pitt Capital Group has financial advisors near Bethel Park, Pennsylvania, to help you develop and stick to your financial plan. To learn more about your financial plan options, reach out to us today.