A complete list of active advisors currently associated with The Pitti Group Wealth Management, LLC

Warmer can help you find a great advisor at The Pitti Group Wealth Management, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at The Pitti Group Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.