Financial Planning for Families, Retirees, Business Owners and U of R Professionals
Planning built around your life, and the people in it.
Every client arrives with a different question, and the plan we build is the answer to yours.
Financial Guidance for Every Stage of Life and Business
Individuals & Families
Individuals & Families
A household plan covers the questions families put off: investments, taxes, education savings, insurance, and what happens to all of it later. We organize the pieces and explain each one until it makes sense.
See how we help →
Pre-Retirees & Retirees
Pre-Retirees & Retirees
After decades of saving, the questions change, from when to draw income and file for Social Security to how long-term care gets paid for. We build retirement income plans that answer them, with a focus on what you leave behind.
Plan your retirement →
Business Owners
Business Owners
Your business may be your largest asset — and your team, one of your greatest responsibilities. We help owners prepare for a sale or succession with a focus on tax efficiency, from understanding what the business is worth to serving as fiduciary on the company retirement plan, keeping it cost-effective and providing the education employees need to use it well.
Plan your exit →
Physicians & Professionals
Physicians & Professionals
Faculty and staff usually come to us with a career’s worth of 403(b) savings and want to know how it becomes retirement income. Wealth advisor Sean Hantes leads that work.
Make the most of your benefits →We work with individuals and families, pre-retirees and retirees, business owners, and University of Rochester professionals, most of them in upstate New York and many across the country. What they share is a moment when the finances got serious: a retirement date on the calendar, a business changing hands, an inheritance to manage, or an advisor who stopped providing real guidance. Whoever you are and whatever brought you here, we start by understanding your situation and explaining your options in plain English.
The relationship almost always begins the same way: we meet and listen first, then build a personalized financial plan before recommending anything. You always hear the why behind a recommendation, and between meetings we follow up on the goals you set, whether that is paying down the house, clearing a credit card, or boosting retirement savings.
Questions People Ask Before Reaching Out
The Pitti Group works with individuals and families, pre-retirees and retirees, business owners, and professionals across fields such as education, medicine, and dentistry — including many affiliated with the University of Rochester. Most clients are in the Rochester, NY area, and many work with us from other states.
We don’t have a pre-determined account minimum. The complimentary first conversation is the easiest way to find out whether we’re a good fit for each other.
Nothing. Getting to know us is complimentary, however many conversations it takes, and there’s no obligation at any point.
Our office is in Victor, NY, and many of our clients live in upstate New York, but we serve clients across the country.
We’re a family-run, fee-only fiduciary firm that teaches before it recommends. Sal Pitti has advised clients since 1994, his sons Matt and Anthony work alongside him, and the family name on the door means we stand behind every plan we build.
Tell Us What Brought You Here
Whichever of these sounds like you, the first step is the same: a complimentary conversation about your situation, with no obligation attached.
Request a Complimentary Call →Prefer to talk now? Call (585) 337-4000