The Pitti Group Wealth Management is a boutique financial services firm with a deep breadth of capabilities and resources to help corporations, retirees, nonprofits, high-net-worth individuals, and professionals pursue their financial goals. Located in Victor, NY, and serving clients in the Rochester area and nationally, the firm focuses on various aspects of investment planning and management. Its advisors focus on different client segments, such as 401(k) and 403(b) retirement plans, risk management, estate planning, education planning, tax management, employee and executive benefits, and divorce settlements. Learn more at https://www.thepittigroup.com/.
To schedule a meeting, call (585) 337-4000 or email info@thepittigroup.com.
--
The Pitti Group Wealth Management, LLC ("The Pitti Group") is a Registered
Investment Advisor ("RIA") with the U.S. Securities and Exchange Commission (“SEC”). The Pitti Group provides investment advisory and related services for clients nationally. The Pitti Group will maintain all applicable registrations, notice filings, and licenses as required by the various states in which The Pitti Group conducts business, as applicable. The Pitti Group renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.
The Pitti Group Wealth Management does not provide tax or legal advice.
This information is intended for use only by residents of NY, NJ, FL, PA, OH, IN, CO, TX, SC, HI, MA, NC, VA, and WA.
Company Details
- Employees
- 6
- Founded
- -
- Address
- 590 Fishers Station Drive, Suite 110, Victor,ny 14564,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.thepittigroup.com
- Keywords
- Wealth Management, Financial Services, Estate Planning, 401(k), Education Funding, Divorce Settlements, Risk Management, Investment Planning, Employee and Executive Benefits, Corporate/Business/ Non-Profit Retirement Plans, Retirement, Tax Management.
- HQ
- Victor, NY
The Pitti Group Wealth Management Questions
The Pitti Group Wealth Management's website is http://www.thepittigroup.com
The Pitti Group Wealth Management's LinkedIn profile is https://www.linkedin.com/company/the-pitti-group
The Pitti Group Wealth Management has
6 employees.
View email and phone details for 6
employees at The Pitti Group Wealth Management.
The Pitti Group Wealth Management's industry is
Financial Services
The Pitti Group Wealth Management's top competitors are
Dynasty Family Office,
Seneca Financial Advisors Llc,
Thorley Wealth Management, Inc.,
High Falls Advisors, Inc.,
Small Business Council Of Rochester,
Petros Family Wealth,
D3 Capital,
Whitney & Company,
Am Capital Management Llc,
Ashton Thomas Securities.
The Pitti Group Wealth Management's categories are Financial Services
The Pitti Group Wealth Management's founding year is 2016
