Financial Services We Offer

Our comprehensive consultation and planning will start you on the path toward financial stability. Choose Fort Pitt Capital Group for a wide range of services.

Portfolio Management

Maintaining a well-organized portfolio can help you reach your investment goals and maximize your return. We’ll ensure your portfolio features a diverse range of bonds, stocks, cash and other investments that target precise results with minimal risk.

Financial Advisory Services

Every investor’s situation is different. We consider your current arrangements and end goals to provide comprehensive advisory services that cover aspects like:

• Investing: Expand your savings through a diverse long-term investment portfolio.
• Retirement planning: Develop a plan that puts you in control of your retirement timeline.
• Selling your business: Enact an exit strategy backed by valuation specialists, attorneys and local CPAs to ensure long-term financial stability.
• Navigating financial change: Invest with a focus on flexibility so that your plan always matches your financial situation.

Wealth Management

We help investors prioritize goals and grow their wealth over time. Our wealth management services include:

• Retirement income management: We’ll empower you to enjoy your retirement by optimizing your portfolio for regular income.
• Asset coordination: Our team will organize your assets to ensure consistent income, achieve tax efficiency and minimize risk.
• Intergenerational investment planning: We’ll develop a plan to transfer your investments to your family members.

Who We Work With

Fort Pit Capital Group connects Bridgeville residents with certified financial planners ready to produce tangible long-term results. We embrace clients in various situations, including:

• Investors.
• Business owners.
• Retirees.
• Wealth inheritors.
• Widows and widowers.
• Lawyers.
• Medical professionals.
• Executives.
• Business professionals.

Speak to a Financial Advisor Near Bridgeville, Pennsylvania

The financial consultants at Fort Pitt Capital Group are ready to embrace your situation and produce results. We’ll help you develop intuitive plans and manage your assets to meet them. Our advisors are ready to discuss your situation and discuss the ways we can help. To learn more about financial services from Fort Pit Capital Group, contact us online today!