Student loan debt is a common concern for families, especially when retirement planning. If you need more sophisticated money management and financial insights, we are ready to assist. Call (816) 482-3773 or use our online form to schedule a free personal meeting: https://bit.ly/3vuMgUj #financialplanning #personalfinance #financialeducation
关于我们
Fort Pitt Capital Group is 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. In November 2024, Fort Pitt Capital Group joined Kovitz Investment Group Partners, LLC, (“Kovitz”) who is fully owned by Focus Financial Partners. This partnership gives our clients additional service offerings. For additional information about Kovitz, please visit https://www.kovitz.com/ Talk with an advisor by calling (816) 482-3773.
- 网站
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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
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Prepare your employees for the future with a 401(k) retirement plan. We'll work with you to create a customized plan for their needs and monitor the legal requirements for your peace of mind. Begin today: https://bit.ly/3U8v0NG #businessgoals #retirementplan #financialeducation
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For investors, taxes are a given. A portfolio analysis and management strategy can help you save in the future. Call (816) 482-3773 or use our online form to schedule a free personal meeting: https://bit.ly/3Csbdpe #financialplanning #taxplanning #investmentconsulting
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Your concerns, preferences, and goals are unique to your business. When you work with Fort Pitt, we'll tailor a strategy to your needs and objectives, following up with progress reports along the way. Learn more: bit.ly/39fjY77 #investmentconsulting #businessgoals #financialeducation
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After you sweep the garage and tidy the pantry, don't forget to spring clean your finances! We can help you organize your financial life to align with your goals. Call (816) 482-3773 or use our online form to schedule a free personal meeting: https://bit.ly/3vuMgUj #financialplanning #personalfinance #financialeducation
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Our most recent webinar, “The Power of Trusts: Protecting Your Assets and Legacy” is now available. Watch Fort Pitt Capital Group’s Financial Advisors Bill Engel CFP?, David A. Plante, CFP?, and Lance Sherry, JD, CFP?, as they discuss the power of trusts and how to protect your legacy. For additional information, view the full webinar here: https://ow.ly/1RgI50Vmb8M #FortPittWebinarSeries #PowerofTrusts #ProtectingYourLegacy
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Business exit planning goes hand in hand with financial security. At Fort Pitt, you have access to a Certified Exit Planning Advisor (CEPA), trained to create plans for business owners like you. Get a path to your goals: https://bit.ly/3C0su8J #financialplanning #exitplanning #businessgoals
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Are insurance proceeds taxable? It can vary depending on the nature of your claim, insurance type, and local tax regulations. Learn about the various insurance settlements: https://bit.ly/3p2ToWV #financialplanning #personalfinance #taxplanning
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When planning for retirement, many overlook the expense of taxes. Your retirement income streams may be taxable, and a strategic plan can help you manage the impact. Learn how to prepare: https://bit.ly/3xYXUrX #retirementplan #personalfinance #taxplanning
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Whether you're planning for the future or just looking to get ahead, smart saving and budgeting are the real treasures that will lead you to financial stability. Learn how to create your own pot of gold in the March edition of Harrisburg Magazine: https://ow.ly/JC1450VfApW #WealthManagement #FinancialGoals
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