The Pitti Group Wealth Management is a registered investment advisor and fiduciary firm founded in 2016 by Sal and Matt Pitti, with offices in Victor, New York and Bonita Springs, Florida. The firm provides financial planning, investment management, and wealth management services to educators, nonprofit employees, business owners, executives, and high-net-worth individuals, with CFP-credentialed advisors who address retirement planning, tax-efficient investing, estate coordination, insurance strategies, and employee benefit design. Their stated approach begins with discovery meetings to understand client goals and circumstances, followed by detailed planning and ongoing adjustments as life changes. The firm serves the Rochester region and clients nationwide.
Certified Financial Planner
Comprehensive financial planning certification requiring extensive education, examination, experience, and ethical standards