Available Financial Services

We offer customized financial services to help individuals with portfolio management, private wealth management and financial advisory.

Financial Advisor Services

Our certified financial advisors work with individuals to ensure they meet their continuing financial needs. We’ll use our expertise and knowledge to assist you with:

• Retirement planning: As you plan for your retirement, we can review your current retirement goals and finances to help construct a plan to establish continuing financial security.
• Investment strategies: At Fort Pitt Capital Group, we can help you build your savings by offering investment strategies that will increase your fortune.
• Plan adjustments: As your life changes, you’ll have to adjust your financial plan. We can help you modify your financial plan to account for any change in your situation.
• Business sales: We can also develop your financial strategies to include your business sales. We partner with regional business valuation professionals to help you gain the maximum value from your sales.

Private Wealth Management

Managing your wealth can help you and your family establish long-term financial stability. At Fort Pitt Capital Group, we can provide wealth management solutions to help you develop plans for:

• Intergenerational investment planning: We can help you create a plan for transferring your assets to your family members or cherished organizations.
• Coordinating your assets: We’ll work with you long-term to assist you in organizing your assets so they have sustainable growth, maximum accessibility, tax efficiency and minimum risk.
• Managing your retirement income: Our financial planners can help you turn your assets into a stable income to prepare for retirement.

Portfolio Management

A financial portfolio consists of all your assets, including any cash, bonds, stocks or other investments you may have. Properly managing your assets helps increase your yield and lessen risk. When we assist with your portfolio management, we ensure we meet all your objectives and needs, including:

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

Who We Work With

Our financial planners work with people of all backgrounds to help them develop smart financing plans:

• Business owners
• Investors
• Professionals and executives
• Wealth heirs
• Widowers and widows
• Lawyers
• Retirees
• Medical professionals

Talk With an Advisor

Fort Pitt Capital Group is your go-to when you need financial advisors near Coraopolis, Pennsylvania. If you’re ready to begin your financial planning, get in touch with us to speak with a certified financial advisor today.