The Pitti Group Wealth Management is a fiduciary-focused financial services firm based in Victor, NY and in Bonita Springs, FL serving clients throughout the Rochester, NY region and across the country. Backed by extensive resources and personalized guidance, our advisors are committed to acting in our clients’ best interests while delivering tailored strategies designed around each client’s unique financial goals. We specialize in serving a diverse range of clients, including educators at school districts, hospital and higher education employees with 403(b) plans, businesses with qualified retirement plans such as 401(k)s, retirees, business owners, executives, professionals, affluent, and high-net-worth individuals and families seeking comprehensive wealth management, tax management, estate and asset protection solutions.
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.
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.
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.
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.
