Pittsburgh, PA Office
Foster Plaza 10, Suite 350 680 Andersen Drive Pittsburgh, PA 15220
Mon-Fri: 8:30am - 5:00pm (412) 921-1822 (412) 921-2402
Solutions-Oriented Approach To Wealth Management
What does wealth mean to you? Stability. Growth. Legacy. Security. Confidence. At Fort Pitt Capital Group, we are your guide to achieving these goals The Fort Pitt Way©. With exceptional client service, you can be confident that we have you covered. Let the Fort Pitt Way be your way to wealth.
Contact us to discuss our wealth management strategies with a Fort Pitt Capital Group advisor.
What is The Fort Pitt Way©
We put clients first. We are fiduciaries, offering recommendations that are in our clients’ best interests. We return client calls within 1 business day.
We take initiative. We are proactive in our communications. We have a team of analysts constantly researching the market.
We are solution-focused. In times of volatility, we remain levelheaded. We customize recommendations based on each client’s situation.
We follow through. We do what we say we are going to do. Our clients can count on us to get the job done.
We are all in this together. Our focus is the same as yours – your future. Each client has a dedicated team servicing their accounts.
Schedule your Free Consultation
Less Stress, More Success
Your Fort Pitt Capital Group team is your resource for all things finance at every stage of your life. We draw from our experience and well-structured wealth management process to work toward your long-term goals. You can leverage our wealth management service to experience our personalized solutions that grow with you.
Retirement Income Management
Entering retirement brings a need for a new source of income. The asset portfolios you’ve built during your career can help fund your daily life. Our retirement income management services infuse your financial planning with calculated strategies to ensure your funds will not run out. We will strategically position your portfolio to generate income while still providing growth to hedge inflation.
Asset Coordination
Asset coordination means we manage your investment portfolio and liquidity through all stages of life. We are your financial quarterback, working with your accountant, lawyer, and other advisors to monitor progress and find optimal tax-conscious strategies. We find ways to make your money work harder for you, creating a path for efficient growth while mitigating loss and taxation.
Intergenerational Investment Planning
The assets you accumulate will stay behind at the end of your life. Developing a plan ensures your wishes are carried out. We can spearhead an intergenerational wealth transfer plan, coordinating with your tax and law advisors to establish how you want to allocate your funds. By working with each of your stakeholders, we have multidimensional planning conversations, which can lead to leaving the legacy you want.
Talk With an Advisor From Fort Pitt Capital Group
You can trust our skilled investment advisors to help you realize your most significant financial objectives for a better future. Contact us to discuss our wealth management strategies with a Fort Pitt Capital Group advisor.
Talk With an Advisor
The Fort Pitt Way©. Your Way to Stability. Security. Wealth.
You worked hard for your savings, and now those savings should be working hard for you. With Fort Pitt Capital Group, you can be confident that we have you covered. We’ll help you achieve your financial goals by doing things the Fort Pitt Way©. Here’s what that looks like:
- Client-first approach: We are fiduciaries who prioritize our clients’ needs. We’ll learn about your goals and help you achieve them.
- Solution-oriented methods: Overcoming obstacles with poise is among our specialties. Count on us for pragmatic decision-making based on a wealth of experience.
- Collaborative wealth management: We aim to secure a comfortable financial future. We’ll be at your side every step of the way.
- Proactive services: From diligent market research to timely communication, we take initiative in all aspects of our work.
- Dependable support: We’re fiduciaries. You can trust us to fulfill our promises and commit to your needs.
Our Locations
Harrisburg, PA Office
Naples, FL Office
Virtual
Physical locations are no boundary to our firm being able to work with you successfully. We have clients in almost all 50 states and the technology to conduct remote meetings with video and screen sharing.
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