Tip of the Month: How to Keep Your Financial Resolutions

When it comes to financial planning, we believe that every good plan begins with well-defined goals. That’s why we are a big proponent of setting financial resolutions at the start of each New Year. However, a study shows that only 58 percent of people maintain their resolutions past one month. S

Introducing Bill Engel

We are very pleased to welcome Bill Engel, CFP®, financial advisor, to the team at Fort Pitt Capital Group. Bill joined the firm in June and will work with clients to oversee their retirement and wealth management plans and to ensure they are meeting their long-term financial goals. With over 11 ye

Webinar: How to Protect Your Stuff in 3 Easy Steps

You don’t need an estate and billions of dollars to need a will. No matter what your situation is, someone will need to handle your financial affairs after you die and taking care of some basics now will help ensure that your assets are protected later. Bryson Roof will walk you through how you ca

How to Create an Exit Plan for Your Business

Many entrepreneurs and business owners overlook the process of exit planning. This kind of strategy plays a role in the direction you decide to take your company and limits risk for the future. Whether you’re looking to retire or want to cash out, a reliable business exit strategy is a surefir

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