Virtual Financial Services for Individuals
Whether you’re looking ahead to retirement or planning for important family milestones, do it all with Fort Pitt Capital Group. We provide virtual financial services for individuals, offering a convenient way to meet with advisors and discuss your goals.
Simplify Planning and Investing
You need effective financial planning to prepare for your future, but visiting an office may not work for you. Virtual financial planning services offer the advantage of live human advice and the latest technology to provide a seamless planning experience. When you get virtual advising services, you save on costs like gas, parking, and lost work time.
Virtual advisory services also offer greater accessibility. You can meet with an advisor on your schedule from the comfort of your home. Fit the meeting into your busy life and find an advisor who can serve you no matter where you live.
Services for Individuals
Fort Pitt Capital Group provides various virtual services to help individuals meet their financial goals. Our advisors begin by discussing your life to understand what matters to you and how you like to manage your finances. Once we have an idea of your situation, we can guide you through life’s transitions with services like:
Our private virtual wealth management services focus on your assets and investments. We offer retirement planning, asset coordination, and intergenerational investment planning.
Gain financial education and a holistic view that considers more than your investments. Our advisory services account for your goals, such as planning for retirement, selling or starting a business, or navigating other transitions.
Your insurance protects and gives you peace of mind. We can work with our insurance partners to provide advice on a variety of insurance types, including life insurance, executive benefits, long-term care, and disability.
Manage your investment portfolio with our services. Our advisors assess your stocks, bonds, cash, and assets, organizing them to enhance your progress toward personal objectives.
