A written Will and Last Testament helps put your loved ones' minds at ease, defining the distribution of your assets so they can focus on processing their grief after your death. Read about the importance: https://bit.ly/3iPdE7P #financialplanningmonth #financialplanning #personalfinance
关于我们
Fort Pitt Capital Group is an independent investment management firm that provides solutions-based portfolio management and consulting. We manage these two aspects of our business separately – a characteristic that sets us apart from our peers. We prefer that our financial advisors focus on our clients’ needs so our investment managers can devote themselves entirely to implementation of our firm’s value-conscious investment philosophy. Our depth and breadth of experience is one of our greatest strengths. Our founding partners have been working together since 1991, through shifting market environments and consumer moods. All the while, our philosophy has remained steadfast: Preserve capital while maximizing growth and income. Talk with an advisor by calling (816) 482-3773.
- 网站
-
https://www.fortpittcapital.com/?utm_medium=social&utm_source=linkedin
Fort Pitt Capital Group的外部链接
- 所属行业
- 金融服务
- 规模
- 51-200 人
- 总部
- Pittsburgh,Pennsylvania
- 类型
- 私人持股
- 创立
- 1995
- 领域
- Investment Management、Value Investing、Portfolio Management、Asset Allocation、Financial Advisor、401(k) Rollover、Financial Planning、Retirment Planning、Charitable Giving、Insurance Captives和Trust and Estate Planning
地点
Fort Pitt Capital Group员工
动态
-
When you're busy, it's easy for investments to fall to the bottom of your priority list. Get the help you need to make financial decisions so that you can focus on growing your business. Call (816) 482-3773 or use our online form to schedule a free consultation: https://bit.ly/3vuMgUj #investmentconsulting #businessgoals #financialeducation
-
Home buying is an exciting, chaotic process! Make it a little easier with these tips. Our team is here to help you plan financially. Call (816) 482-3773 or use our online form to schedule a free consultation: https://bit.ly/3zEHjgb #financialplanning #personalfinance #financialeducation
-
Our most recent webinar, “Electionomics: Decoding the Impact of Elections on Financial Markets” is now available. Watch Fort Pitt Capital Group’s Financial Advisor David A. Plante, CFP?, as he hosts a panel of economic analysts and political experts to conduct a nonpartisan discussion about the impact of elections on financial markets. For additional information, view the full webinar here: https://ow.ly/SlSr50TM6MC #FortPittWebinarSeries #Electionomics #WealthManagement
-
Planning for your financial future includes what happens with your assets after your death. A trust is one option, where a trustee holds your assets on your behalf to distribute to your beneficiaries. A marital trust, for example, would benefit your spouse. Learn how to set up a trust: https://bit.ly/3TNqLtf #financialplanningmonth #financialplanning #personalfinance
-
According to Lendio, breast cancer accounts for about 1 in 3 of all cancer diagnoses in women yearly. Know that you are not alone and Fort Pitt is here to support your journey. During Breast Cancer Awareness Month, explore the financial assistance available to patients: https://bit.ly/3Ry0TBs #breastcancerawarenessmonth #financialplanning #personalfinance
-
While selling your business can be stressful, you don't have to go through the process alone. Our in-house Certified Exit Planning Advisor can create a strategic plan for your transition with attention to your unique goals and challenges. Start early: https://bit.ly/3GjMcIL #financialplanning #exitplanning #businessgoals
-
Going into election season, many questions linger about the economy, markets, and their impact on the average American. To keep you informed, Fort Pitt Capital Group has compiled several insightful articles. These include an examination of income disparity by ZeroHedge, inflation updates from WolfStreet, and a discussion on local personal finance trends featuring Bryson Roof, one of our financial advisors, with the Philadelphia Inquirer. Additionally, we offer our Senior Analyst Christopher Barto's reaction to the Fed's 50 bps rate cut. Read the full articles here: https://bit.ly/3HE0BB1
-
Cater to your employees' needs with a customized 401(k) retirement plan. When you show your employees you care, they are more likely to feel valued and secure—enhancing worker satisfaction and retention. Create your plan: https://bit.ly/47FGhx3 #financialplanning #retirementplan #financialeducation
-
October is Financial Planning Month! Working with a financial advisor can help guide you toward your goals. Consider asking these questions to find the right financial advisor for your situation: https://bit.ly/3ZI5YLs #financialplanningmonth #financialplanning #personalfinance