About The Pitti Group Wealth Management
The Pitti Group Wealth Management is a boutique financial services practice with a deep breadth of capabilities and resources. Our advisors focus on different segments of clients such as 403(b)s for school districts, qualified plans like 401(k)s, retirees, business owners, executives, professionals, and other high net worth private wealth clients and their unique needs.
We can help you make the most of your employer-sponsored retirement plans and IRA's, and determine how much you need to retire comfortably. We can manage your assets before and during retirement.
We will uncover your asset-allocation needs and help you understand your risk tolerance, then recommend the appropriate investment vehicles to help you reach your goals.
401(k) and 403(b) Retirement Plans
The Pitti Group acts as a resource and independent advisor to businesses and non-profits that want to offer an important and valuable retirement benefit to their employees. We realize that you are busy running your business and don't have time to ensure your retirement plan is up to date, compliant, properly designed, and competitive. We help business owners and benefit committees by creating a comprehensive process to manage all aspects of their plan. Our process includes an analysis of your existing plan, gaining an understanding of your business and type of employees, selection of a record-keeper (if necessary), investment monitoring and due diligence, and finally, educating employees on an as-needed basis.
Although not many of us like to think about insurance, it is a necessity in many cases. Whether you're creating a buy/sell agreement, are a professional or business owner seeking to cover yourself from disability, need basic term life insurance, or are looking to design ways to pass assets along to your loved ones in a tax friendly way, we can help build a strategy for you. We'll work with you and educate you on various insurance strategies using our experienced strategic partners.
Estate Planning Strategies
We work with estate-planning and trust specialists available through our affiliates to help review your wills and trusts, preserve your estate for your intended heirs, establish beneficiary designations, and reduce potential exposure to estate taxes and probate costs, all the while coordinating with your tax and legal advisors.
We can recommend investment and accumulation strategies to help you pay for your children's education.
We can develop tax-efficient investment strategies by looking for ways to help reduce your current and future tax burden, and refer you to qualified tax specialists.
Employee and Executive Benefits
We can help your business attract and retain qualified employees through benefit packages.
As you go through your divorce process, you'll need a good financial advisor to help with the division of assets. We can help you set up a plan for your future. Whether it's a 401k, investment account, IRA, or Annuity we can help organize and set up the appropriate accounts and a strategy for you to help get your financial life back in order.
Would you like more information?
We wanted to bring to your attention a recent case regarding one of our clients.
It’s not easy to plan for the possibility of debilitating illness or death. These can be hard conversations to have, yet crucial for any sound investment plan.
Today, we talk about ERISA rule. Let’s say Mr. Smith names his two kids as beneficiaries of his company’s 401(k) retirement plan.