Celebrating 10 Years as an Independent RIA - And Over 30 Years of Industry Experience

 

This year marks an important milestone for The Pitti Group Wealth Management: 10 years as an independent Registered Investment Advisor (RIA) and fiduciary.

 

While we proudly celebrate a decade of independence, our experience serving clients spans more than 30 years, beginning in 1994. Over the decades, we have worked alongside individuals, families, business owners, and retirement plan sponsors, guiding them through changing markets, evolving regulations, and major life transitions.

 

In 2016, we made the intentional decision to become an independent RIA. That move allowed us to operate under a fiduciary standard at all times - placing our clients’ best interests first, without the constraints often associated with larger institutions. Independence has given us greater flexibility in how we work with clients, broader investment solutions, and the ability to design strategies tailored specifically to each client’s needs.  We are now helping with estate and tax planning, business valuation services, insurance services, alongside of financial and investment planning.

 

Since 1994, our focus has remained consistent:

Over the past 10 years as an independent firm, we have deepened our commitment to transparency, education, and long-term relationships. We believe financial planning is not just about numbers - it’s about aligning wealth with purpose, protecting what matters most, and creating clarity in complex decisions.

 

We are grateful for the trust our clients and community have placed in us throughout the years. As we look ahead, we remain committed to delivering thoughtful advice, personalized service, and fiduciary guidance for decades to come.