The Pitti Group Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$294,313,856
Clients
568
Advisors
4
of 6 employees
About
The Pitti Group Wealth Management, LLC is an SEC-registered investment adviser that provides discretionary investment management, financial planning, retirement-plan advisory (including 3(21) services), and estate-planning referrals to individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. According to its disclosure brochure the firm manages approximately $374 million in client assets and serves several hundred client relationships.
The firm follows a customized, primarily long-term investment approach, building portfolios from individual stocks, ETFs, mutual funds, and bonds while occasionally employing CDs, covered options, and cash positions for hedging or tactical purposes. Research draws on both fundamental and technical analysis, accounts are monitored continuously with at least annual formal reviews, and discretionary authority is used subject to client objectives and any agreed restrictions.
A distinctive feature is that The Pitti Group sponsors a wrap-fee program that bundles securities transaction costs into a single asset-based advisory fee, a structure that is relatively uncommon among supported firms. The brochure also discloses an institutional relationship with Trade-PMR that provides software and operational benefits, plus affiliations with an insurance agency and third-party estate-planning providers — arrangements the firm discloses as potential sources of additional compensation and manages under its fiduciary duty and Code of Ethics.
Client services
Expertise
Fee options
Estate planning services charged flat fees ranging from $500 to $3,500.
0.50% to 1.50% annually, negotiable based on asset level and complexity
Insurance commissions earned by advisory persons for insurance products sold; separate from advisory fees.
Up to $250 per hour for financial planning and estate planning services.
Fee-only: Financial planning services charged up to $250 per hour or fixed fees based on estimated hours.
Main office
590 Fishers Station Drive, Suite 110
Victor NY 14564
Advisors at this office
4
Most active in
Florida · Massachusetts · New Jersey · New York · North Carolina · Pennsylvania · South Carolina · Texas
Also doing business as
The Pitti Group · The Pitti Group Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Matthew P
Series 66
Victor, NY
The Pitti Group Wealth Management, LLC
Matthew Pitti is a financial advisor at The Pitti Group Wealth Management, LLC with 19 years of industry experience. He has worked at Wells Fargo Advisors and has been with The Pitti Group since 2016. Outside of advising, he serves as treasurer for the St. Joseph School Foundation in Penfield, NY. The Pitti Group Wealth Management, LLC is an SEC-registered investment adviser serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm employs a customized, primarily long-term investment approach, utilizing a range of securities and monitoring accounts continuously with regular formal reviews.
Anthony P
Series 65
Victor, NY
The Pitti Group Wealth Management, LLC
Anthony Pitti is a financial advisor with The Pitti Group Wealth Management, LLC, holding a Series 65 designation and four years of industry experience. He previously worked at Wells Fargo Advisors and TEKsystems before joining The Pitti Group in 2021. The Pitti Group Wealth Management, LLC is an SEC-registered investment adviser that provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm emphasizes a customized, primarily long-term investment approach and sponsors a wrap-fee program that consolidates transaction costs into a single advisory fee.
Salvatore P
CFP®, Series 63, Series 65
Victor, NY
The Pitti Group Wealth Management, LLC
Salvatore Pitti is a CFP® with 31 years of industry experience, currently serving as an advisor at The Pitti Group Wealth Management, LLC since 2021. Prior to this, he worked at Wells Fargo Advisors from 2016 to 2021. He holds Series 63 and Series 65 licenses and has significant involvement in the operations of his firm. The Pitti Group Wealth Management, LLC is an SEC-registered investment adviser managing approximately $374 million in client assets. The firm provides discretionary investment management, financial planning, retirement-plan advisory, and estate-planning referrals to individuals, families, trusts, estates, businesses, and retirement plans, utilizing a customized, primarily long-term investment approach.
Sean H
Series 66
Victor, NY
The Pitti Group Wealth Management, LLC
Sean Hantes is a financial advisor at The Pitti Group Wealth Management, LLC with nine years of industry experience. He holds a Series 66 designation and has previous work history at Vanderbilt Financial Group, Cadaret, Grant & Co., Inc., and Edward Jones. He is also a licensed insurance agent involved in insurance sales and implementation of insurance recommendations. The Pitti Group Wealth Management, LLC provides discretionary investment management, financial planning, retirement-plan advisory, and estate-planning referrals to individuals, families, trusts, estates, businesses, and retirement plans. The firm manages approximately $374 million in client assets using a customized, primarily long-term investment approach and sponsors a wrap-fee program that bundles transaction costs into a single asset-based advisory fee.
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