Harrisburg Financial Services Company
Managing your money requires a lot more effort than meets the eye. Leading the financial aspect of a family or company is a heavy burden, but it can be tricky to balance on top of other responsibilities.
Whether you’re planning for your family’s future or working as a business owner, retirement plan sponsor, nonprofit manager, or anything in between, hiring a Harrisburg financial services firm will be sure to lighten the load.
At Fort Pitt Capital Group, we’re dedicated to providing individualized financial services in Harrisburg so you can focus your energies on things that mean the most to you. With our vast industry knowledge and personalized approach, you can trust us with your investments.
Interested in Our Harrisburg Financial Services?
Contact us today to speak with a local advisor about our financial services.
Schedule Your Free ConsultationServices We Offer for Individuals
Our Harrisburg financial services company is here to create viable solutions for your financial goals as an individual by providing thorough, personalized service. It’s important to us that you feel included and informed when it comes to your finances. That’s why we deliver down-to-earth support and clear, reliable advice so you don’t feel lost or confused by technical jargon.
Our financial services for individuals include:
- Private wealth management.
- Financial advisory services in Harrisburg, PA.
- Portfolio management.
Services We Offer for Business Owners
We know owning a business is a lot of responsibility. Our Harrisburg financial services firm offers top-notch investment advice and services to business owners, letting you feel financially secure. We’ll manage your assets with individualized strategies and market research so you can focus on building your business.
Achieve your company’s highest potential with one of our services for business owners, such as:
- Goal-based management of institutional portfolios.
- Investment advisor in Harrisburg, PA with experience across all client types.
- Planning the sale of your business.
Services We Offer for Retirement Planning Sponsors in PA
Increase employee retention by establishing a retirement plan that benefits employees and sponsors alike. At Fort Pitt Capital Group, we create comprehensive retirement plans that provide maximum protection for your employees.
Our retirement plan sponsor services include:
- Employee 401(k) retirement plans.
- Fiduciary oversight.
- Investment consulting.
- Personalized plan design.
- Administration and compliance.
Services We Offer for Nonprofits and Institutions
Our Harrisburg financial services team will create investment strategies designed to optimize funding so you can focus on your mission without sinking time into money management. You can trust us to evaluate your assets and portfolio while you focus on furthering your cause.
When you book nonprofit and institution services, you get:
- Outsourced chief investment officer services (OCIO).
- An investment policy statement.
- Financial outsourcing communication and reporting.
