Matthew Pitti, Aif®

Matthew Pitti, Aif® Email and Phone Number

Senior Vice President and Wealth Advisor at The Pitti Group Wealth Management @ The Pitti Group Wealth Management
Matthew Pitti, Aif®'s Location
Rochester, New York Metropolitan Area, United States
Matthew Pitti, Aif®'s Contact Details

Matthew Pitti, Aif® work email

Matthew Pitti, Aif® personal email

About Matthew Pitti, Aif®

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.

Matthew Pitti, Aif®'s Current Company Details
The Pitti Group Wealth Management

The Pitti Group Wealth Management

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Senior Vice President and Wealth Advisor at The Pitti Group Wealth Management
Matthew Pitti, Aif® Work Experience Details
  • The Pitti Group Wealth Management
    Senior Vice President And Wealth Advisor
    The Pitti Group Wealth Management May 2016 - Present
    Victor, New York
    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 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, WA.
  • Morgan Stanley Wealth Management
    Associate Vice President, Financial Advisor
    Morgan Stanley Wealth Management Jul 2006 - May 2016

Matthew Pitti, Aif® Skills

Leadership Customer Service Retirement Investments Financial Advisory Retirement Planning Alternative Investments Fixed Annuities Personal Finance Life Insurance Finance Equities Investment Strategies Mutual Funds 401k Planning

Matthew Pitti, Aif® Education Details

Frequently Asked Questions about Matthew Pitti, Aif®

What company does Matthew Pitti, Aif® work for?

Matthew Pitti, Aif® works for The Pitti Group Wealth Management

What is Matthew Pitti, Aif®'s role at the current company?

Matthew Pitti, Aif®'s current role is Senior Vice President and Wealth Advisor at The Pitti Group Wealth Management.

What is Matthew Pitti, Aif®'s email address?

Matthew Pitti, Aif®'s email address is pi****@****hoo.com

What is Matthew Pitti, Aif®'s direct phone number?

Matthew Pitti, Aif®'s direct phone number is +158595*****

What schools did Matthew Pitti, Aif® attend?

Matthew Pitti, Aif® attended State University Of New York College At Cortland.

What skills is Matthew Pitti, Aif® known for?

Matthew Pitti, Aif® has skills like Leadership, Customer Service, Retirement, Investments, Financial Advisory, Retirement Planning, Alternative Investments, Fixed Annuities, Personal Finance, Life Insurance, Finance, Equities.

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