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The Pitti Group Wealth Management, LLC

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Client assets under management

$294,313,856

Clients

568

13% high-net worth

Advisors

4

of 6 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

142

Very High

Average account size

$518,158

About

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.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Wealth management Retirement plans for business owners (SEP, solo 401k)

Fee options

Fixed

Fixed engagement fees for financial planning based on estimated hours; flat fees for estate planning services from $500 to $3,500

Percentage

$0+: 0.50% to 1.50% annually (ranges based on assets, complexity, and relationship) $0+: 0.25% to 1.00% annually for retirement plan advisory services (based on plan size and complexity)

Commissions

Certain advisory persons are licensed insurance professionals and may earn commissions from insurance product sales separate from advisory fees

Project-based

Financial planning and estate planning services hourly fees up to $250/hour

Other

Fee-only: Investment advisory fees ranging from 0.50% to 1.50% annually; Retirement plan advisory fees 0.25% to 1.00% annually; Financial planning hourly fees up to $250/hour; Fixed fees based on estimated hours for planning; Estate planning fees hourly up to $250/hour or flat fees from $500 to $3,500

Main office location

The Pitti Group Wealth Management, LLC

590 Fishers Station Drive, Suite 110

Victor NY 14564, United States

Number of offices

2

Most active in

Florida · Massachusetts · New Jersey · New York · North Carolina · Pennsylvania · South Carolina · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Matthew P

Series 66

Victor, NY

The Pitti Group Wealth Management, LLC

Matthew Pitti is a financial advisor with The Pitti Group Wealth Management, LLC, holding a Series 66 license and 19 years of industry experience. His prior roles include positions at Wells Fargo Advisors Financial Network and Morgan Stanley Smith Barney. He serves as treasurer for the St. Joseph School Foundation in Penfield, NY. The Pitti Group Wealth Management is an SEC-registered advisory firm managing approximately $338 million for about 550 clients. The firm offers customized portfolio management, financial planning, and retirement-plan advisory services, focusing on a tailored, primarily long-term investment approach that integrates financial planning and fiduciary responsibilities.

Wealth management Retirement plans for business owners (SEP, solo 401k)
user avatar

Anthony P

Series 65

Victor, NY

The Pitti Group Wealth Management, LLC

Anthony Pitti is a financial advisor at The Pitti Group Wealth Management, LLC in Victor, NY, holding a Series 65 designation with four years of industry experience. Prior to joining The Pitti Group in 2021, he worked at Wells Fargo Advisors Financial Network from 2018 to 2021 and has additional experience in marketing and technology roles. The Pitti Group Wealth Management is an SEC-registered advisory firm managing approximately $338 million for around 550 clients. The firm offers customized portfolio management, financial planning, and retirement-plan advisory services, emphasizing a tailored, long-term investment approach and acting as a fiduciary in client engagements.

Wealth management Retirement plans for business owners (SEP, solo 401k)
user avatar

Salvatore P

CFP®, Series 63, Series 65

Victor, NY

The Pitti Group Wealth Management, LLC

Salvatore Pitti is a CFP®-designated financial advisor with 31 years of industry experience. He is currently with The Pitti Group Wealth Management, LLC, where he has worked since 2021. His prior experience includes roles at Wells Fargo Advisors Financial Network, Morgan Stanley Private Bank, and Morgan Stanley Smith Barney. The Pitti Group Wealth Management is an SEC-registered advisory firm managing approximately $338 million for about 550 clients. The firm offers customized portfolio management, financial planning, and retirement-plan advisory services for a diverse client base, emphasizing a tailored, long-term investment approach and acting as a fiduciary in client engagements.

Wealth management Retirement plans for business owners (SEP, solo 401k)
user avatar

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 eight years of industry experience. He holds a Series 66 designation and has previously worked at Vanderbilt Financial Group, Cadaret, Grant & Co., Inc., and Edward Jones. Hantes is also a licensed insurance agent, dedicating a small portion of his time to insurance sales and implementation. The Pitti Group Wealth Management is an SEC-registered advisory firm managing approximately $338 million for about 550 clients. The firm offers customized portfolio management and financial planning services, emphasizing a long-term investment approach and acting as a fiduciary in client engagements.

Wealth management Retirement plans for business owners (SEP, solo 401k)
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