Advisor at MedWealth Advisors
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Firm
MedWealth Advisors
Location
Pittsburgh, PA
Credentials
CFP®, Series 66
Industry experience
10 years
Mark Moretti is a CFP®-certified financial advisor with 10 years of industry experience. He is the principal of MedWealth Advisors in Pittsburgh, PA, where he has worked since 2021. Prior to founding MedWealth Advisors, Moretti held positions at Flower City Capital, Cooper Haims, and Waldron Private Wealth. Outside of his advisory work, he provides independent credit consulting for Superior Tradelines. MedWealth Advisors delivers individualized investment management and comprehensive financial planning, primarily serving medical doctors but also accepting other clients. The firm applies a combination of fundamental and technical analysis within a Modern Portfolio Theory framework, using both passive and active investment vehicles tailored to clients’ goals and circumstances.
Based on MedWealth Advisors
$0 - $1,000,000: 1.00% (paid quarterly) $1,000,001+: 0.50% (paid quarterly)
Fixed monthly or quarterly fees for ongoing comprehensive financial planning
Minimum fee: $450 per month or 2% of gross household income (lesser amount) for physicians with net worth below $500,000 Fee-only: Fixed fees as monthly or quarterly payments for planning and investment management services
Pittsburgh, PA
Pennsylvania
MedWealth Advisors
2021 - Present (5 years)
Unemployed
2021 - 2021 (1 year)
Flower City Capital
2018 - 2021 (3 years)
Unemployed
2018 - 2018 (1 year)
Cooper Haims
2018 - 2018 (1 year)
Waldron Private Wealth
2010 - 2017 (7 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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