Fort Pitt Capital Group

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

At Fort Pitt, your success is our priority! We take the time to understand your goals and design a strategy that fits your unique needs. With clear communication and transparent updates, we're with you every step. That's the Fort Pitt Way! Want to ask our advisors a question? Call us at (816) 482-3773 or fill out our online form for a free consultation! https://bit.ly/3vuMgUj #FinancialPlanning #BusinessGoals #FinancialEducation

We are thrilled to announce that Fort Pitt Capital Group will officially join Kovitz, a fellow Focus Financial Partners firm. This strategic move marks an exciting new chapter in our journey to provide exceptional wealth management services to our clients. Since our founding in 1995, Fort Pitt Capital Group has been committed to delivering comprehensive financial advice through a holistic and fiduciary-focused approach. We've built our reputation on prioritizing our clients' best interests and attracting top talent who share this dedication. This transition further elevates our commitment to delivering outstanding service and exceeding client expectations. We are confident that this partnership will unlock new growth opportunities and enhance our ability to meet the evolving needs of our valued clients. Read the full press release here: https://ow.ly/tgi150TC670

Join Fort Pitt’s Financial Advisor, David Plante, CFP?, as he hosts a panel of economic analysts and political experts for a bipartisan discussion about the impact of elections on financial markets. They will cover: ? How policies impact different business sectors ? How the philosophies of each party can affect the markets in different ways ? How the president impacts the markets ? And more! Register today: https://bit.ly/4eAdYlK Can't watch live? We email a recording to everyone who registers. #financialplanning #FortPittWebinarSeries #financialeducation

Does your Investment Policy Statement need updating? An IPS is the governing document that guides how we invest your nonprofit's portfolio. We will work with you to review or develop an IPS tailored to your organization. Get started today: https://bit.ly/3uidNaV #nonprofits #financialplanning #financialeducation