Wealth and Investment Management in Rochester, NY
Disciplined investment management for long-term goals.
Portfolios built around your plan, your timeline, and your comfort with risk.
Request a Complimentary Call →
Wealth & Investment ManagementHow Does The Pitti Group Manage Investments?
We start with your plan, because a portfolio only makes sense in the context of what the money is for. From there we work out your asset allocation and your real comfort with risk, then recommend investments suited to both, explaining each choice before it is implemented. The approach is long-term and disciplined by design. Markets move, and the plan is there so a bad month doesn’t turn into a bad decision. As your withdrawal needs and priorities change, the portfolio changes with them.
The Pitti Group has been an independent firm since 2016, which means our platform is open rather than limited to one provider’s offerings. We have no funds of our own, and as a fee-only fiduciary firm we’re paid by you alone for the advice we give. Your accounts are held at independent custodians, so your money sits with the custodian while the decisions get made with us.
See how your portfolio lines up with the plan. It’s complimentary.
Talk Through Your Portfolio →Investor Education, In Plain Language
What we are watching and why it does or does not matter for a long-term investor.
Investment Management Questions
In practice they describe the same work: selecting, monitoring, and adjusting your investments over time. Wealth management is the broader relationship that wraps that work inside a financial plan.
Your plan sets the target, and your allocation and risk comfort set the boundaries. Costs get weighed on every choice. We explain and review our investment recommendations and the reasoning behind them so you understand your portfolio, investment strategy, and what you own.
Independent custodians hold client accounts; our firm does not take custody of your assets. You receive statements directly from the custodian, which is a safeguard worth insisting on with any advisor.
No, and we make no performance promises. Markets carry risk, including the possible loss of principal. What we offer is a disciplined process, honest reporting, and a plan built to weather the years when markets disappoint.
Gladly. If someone else built your portfolio and never explained it, bring it in. We’ll go through it holding by holding until it makes sense.
Understand What Your Money Is Doing
Bring a statement to a complimentary conversation and we will walk through it together, in words you can take home.
Request a Complimentary Call →Prefer to talk now? Call (585) 337-4000