Matthew Pitti, Aif® Email & Phone Number

Matt Pitti is Senior Vice President and Wealth Advisor at The Pitti Group Wealth Management, 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. Matt has worked in the financial services industry for 20 years, and as an Accredited Investment Fiduciary® designee, his main priority is to place clients’ interests ahead of his own. He takes time to develop a detailed and customized wealth planning strategy to not only fit their needs today but help get them where they want to be in the future. His holistic approach encompasses many facets of financial planning to make sure their plan is the best solution for them. Matt also works as the advisor of several 401(k) plans to support plan sponsors, address their fiduciary responsibilities, as well as guide the employees in building individualized retirement plans.The Pitti Group Wealth Management is located in Victor, NY, and serves clients in the Rochester area and nationally. The firm focuses on various aspects of investment planning and management, and 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 m.pitti@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, asapplicable. 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.

Listed skills include Leadership, Customer Service, Retirement, Investments, and 11 others.

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  State University Of New York College At Cortland

  B.A. Economics