Supporting University of Rochester Professionals in Their Transition to Retirement
Meet Sean Hantes
Wealth Advisor | The Pitti Group Wealth Management
I specialize in helping U of R professionals age 50 and older create structured, tax-efficient retirement income plans. The people I work with are thoughtful, responsible, and disciplined. They have spent years building their savings, and they want to ensure those resources are managed with care and intention.
My role is to coordinate the key pieces that matter most:
• When and how to begin drawing retirement income
• How Social Security timing integrates with savings and investments
• How to reduce long-term tax exposure
• How to maintain stability, confidence, and flexibility throughout retirement
This is a calm, structured approach designed for those who value clarity over complexity.
Who I Work With
I serve University of Rochester professionals and families who:
• Want a retirement income plan they can trust and understand
• Prefer a thoughtful advisor rather than managing every detail themselves
• Understand that taxes, timing, and withdrawal strategy are as important as investments
• Value long-term clarity and consistency over market noise
Most of the people I work with are already doing many things well. My work focuses on refinement, coordination, and stewardship.
What We Focus on Together
Our planning process is built around clarity and precision.
We work together to:
• Create a dependable and sustainable retirement income strategy
• Coordinate Social Security choices with 403(b), IRA, and taxable savings
• Manage long-term tax exposure rather than simply focusing on one year at a time
• Align investments with your withdrawal needs and your comfort with market movement
• Adjust the plan as life, markets, and priorities change
This is not about predicting markets. It is about structuring retirement with intention.
If You Would Like to Explore Working Together
I take on a limited number of new client relationships each year. The first step is a short, no-pressure conversation to determine if our approach aligns with how you prefer to make financial decisions. There is no cost or obligation for this conversation
Schedule a 45-Minute Introduction Call
A calm discussion about where you are now and what clarity might look like going forward.
If you prefer to start by learning more:
6 Costly Mistakes People Make with $1M+ in Retirement Savings
Contact Information
Sean Hantes
Wealth Advisor
The Pitti Group Wealth Management
590 Fishers Station Drive Suite 110 | Victor, NY 14564
s.hantes@thepittigroup.com
(585) 337-4000