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 is a four-advisor wealth management team that manages roughly $374 million for about 568 clients, serving individuals (including high-net-worth households), families, trusts, estates, businesses, and retirement plans. Its service menu includes discretionary investment management, financial planning, retirement-plan advisory (including 3(21) services) and, more recently, estate planning document preparation through third‑party providers. The firm delivers customized, typically long-term portfolios constructed from individual stocks, ETFs, mutual funds, bonds and, when appropriate, covered options or CDs, and uses both fundamental and technical analysis in its investment process. Advisors engage clients through ongoing personal contact, written investment policy statements and periodic reviews, and operate under a fiduciary standard when providing advice to clients and plan sponsors. Compared with many peers, The Pitti Group sponsors a wrap-fee program that bundles securities transaction costs into its asset-based advisory fee, and it maintains an institutional relationship with its custodian that provides software, trading support and block-trading access. The firm also discloses additional service arrangements that may create conflicts of interest—such as third‑party estate-planning providers and advisory persons who are licensed to sell insurance—and describes steps taken to disclose and mitigate those conflicts.

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.