The Pitti Group Wealth Management
Financial Services
Victor, Ny, United States
6 employees
- Employees
- 6
- Contacts
- 4
- Emails
- 4
- Phones
- 3
The Pitti Group Wealth Management Overview
- Headquarters
- Victor, Ny, United States
- Website
- www.thepittigroup.com
- Industry
- Financial Services
- Employees
- 6
- Founded
- 2016
- Funding
- ,
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About The Pitti Group Wealth Management
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.
The Pitti Group Wealth Management Contact Details
- People in AeroLeads
- 4
- With contact data
- 4
- Email contacts
- 4
- 100.0% coverage
- Phone contacts
- 3
- 75.0% coverage
The Pitti Group Wealth Management Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Salvatore Pitti, Cfp®, Crps®, Aif® | Financial Advisor - Certified Financial | Rochester, New York Metropolitan Area, United States |
Email
Phone
|
| Matthew Pitti, Aif® | Senior Vice President and Wealth | Rochester, New York Metropolitan Area, United States |
Email
Phone
|
| Sean Hantes | Helping University of Rochester | Rochester, New York Metropolitan Area, United States |
Email
|
| Anthony Pitti, Cdfa®, Crps™ | Vice President and Wealth Advisor | Rochester, New York, United States |
Email
Phone
|
Employees by Management Level
Executive
2 profiles
Individual contributor
2 profiles
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