What We Offer

Our financial services keep you on track to ensure your long-term financial security. We provide:

Private Wealth Management

Our wealth management team develops customized plans to grow or distribute your wealth. We specialize in:

• Managing your retirement income: We organize your wealth so that you continue to receive income when it’s time to retire.
• Coordinating your assets: We coordinate your assets to make them readily available to you and to preserve your wealth.
• Planning for intergenerational investment: We develop a plan that ensures your wealth is transferred smoothly according to your wishes.

Financial Advisory Services

At Fort Pitt Capital Group, we know that your financial goals are unique to your particular circumstances. That’s why we take a dynamic approach to provide comprehensive financial assistance for all types of needs, including:

• Planning for retirement: You’ll receive a personalized plan that prepares you for retirement on your terms.
• Selling a business: We work with business valuation specialists and attorneys to get the most value for your business and integrate the sale with your larger financial plan.
• Investing: Your funds will grow exponentially with our comprehensive investment strategies.
• Navigating life’s changes: We update your plans to account for all of life’s milestones.

Portfolio Management

Your collection of stocks, cash, bonds and other financial investments makes up your portfolio, and we manage it to get you the maximum return. We create strategies based on your financial and personal goals, risk tolerance, return targets and income needs to deliver the right plan.

Who We Work With

Our financial advisors near Hershey, PA, build financial plans from the ground up to ensure each strategy brings you one step closer to reaching your financial goals. We welcome clients from all backgrounds, including:

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

Speak to a Financial Advisor Near Hershey, Pennsylvania

If you’re looking for investment analysis, financial planning or wealth management services in Hershey, PA, Fort Pitt Capital Group can help. Our experienced team takes your financial planning to the next level with individualized strategies and a sincere desire to help you achieve your goals.

Schedule an appointment with one of our financial advisors today.