The Pitti Group Wealth Management

The Pitti Group Wealth Management A boutique financial services firm located in Victor, NY, and serving the greater Rochester area. Learn more at https://www.thepittigroup.com/.

The Pitti Group Wealth Management is a boutique financial services firm with a deep breadth of capabilities and resources to help corporations, retirees, nonprofits, high-net-worth individuals, and professionals pursue their financial goals. Located in Victor, NY, and serving clients in the Rochester area and nationally, the firm focuses on various aspects of investment planning and management. It

s advisors focus on different client segments, such as 401(k) and 403(b) retirement plans, risk management, estate planning, education planning, tax management, employee and executive benefits, and divorce settlements. To schedule a meeting, call (585) 337-4000 or email [email protected].

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The Pitti Group may utilize third-party websites, including social media websites, blogs and other interactive content. The Pitti Group considers all interactions with clients, prospective clients and the general public on these sites to be advertisements under the securities regulations. As such, The Pitti Group generally retains copies of information that The Pitti Group or third-parties may contribute to such sites. This information is subject to review and inspection by the CCO of The Pitti Group or the securities regulators. Information provided on these sites is for informational and/or educational purposes only and is not, in any way, to be considered investment advice nor a recommendation of any investment product. Advice may only be provided by The Pitti Group’s advisory persons after entering into an advisory agreement and provided The Pitti Group with all requested background and account information. If you have any questions regarding our policies, please Contact Us.

Please join us in a warm welcome to Denise Holmes, the newest member of The Pitti Group team!Denise resides in Victor, N...
09/03/2026

Please join us in a warm welcome to Denise Holmes, the newest member of The Pitti Group team!

Denise resides in Victor, NY and graduated from Nazareth University with a B.A. in psychology/inclusive education and M.S.Ed in Literacy.

For the last 8 years, Denise has worked for a local school district as a district liaison and a classroom teacher. She also has a background in working for non-profit educational programs.

In her spare time, Denise runs her own family business selling antiques called Generations Jewelry. She also enjoys reading, going to a variety of different exercise classes and baking heathy treats.

Welcome to the team, Denise!

09/01/2026

“Your Social Security benefit looks at 35 years of work!”

Here’s something a lot of people don’t think about when they’re younger:
Your Social Security earnings history matters.

The conversation in this episode explains how your 35-year work history factors into your benefit calculation, and why years with little or no earnings can matter.

It’s also a great reminder that retirement planning isn’t something you suddenly start doing at 60.

The decisions you make decades before retirement can become part of your future retirement picture.

🎙️ Full episode available now.

In Episode 8 of The Finance Things in Life, Matt and Anthony sit down with Jim Pashalidis, a Registered Social Security ...
08/26/2026

In Episode 8 of The Finance Things in Life, Matt and Anthony sit down with Jim Pashalidis, a Registered Social Security Analyst and Medicare professional, for a candid conversation about some of the biggest questions people have when it comes to Social Security and retirement planning.

Jim was an inner-city elementary educator in Rochester, NY for almost 20 years. "I enjoyed living my passion of helping children uncover their inner strength and value. As I continued in my career, I found some gaps to feeling completely fulfilled. My decision to become a Health Insurance Broker came from my own experience with trying to assist my parents in maneuvering through the complex world of Medicare! I was ill-prepared and had NO knowledge of which programs would be most beneficial for them."

The three cover the basics of claiming Social Security, while also diving into the areas that can make the decision much more complicated!

Most importantly, this episode emphasizes one major lesson: there isn't one Social Security strategy that works for everyone.

🎙️ Watch/listen to the full conversation in Episode 8 of The Finance Things in Life. Available on Spotify, Apple, and YouTube!

08/25/2026

There isn’t a magic age when everyone should start taking Social Security.

62? Full retirement age? 70?

The answer depends on your individual circumstances including your retirement income, other assets, work status, family longevity, and whether you’re married.

As Jim puts it: if we knew exactly how long we’d live, the decision would be a whole lot easier.

The goal isn’t to memorize every Social Security rule. It’s to understand how the decision fits into your overall retirement plan.

Watch/listen to the full conversation in Episode 8 of The Finance Things in Life. Available on Spotify, Apple, and YouTube!

08/04/2026

Something new is on the horizon…

We can’t wait to share it with you.

Stay tuned - it’s launching soon! 👀

08/01/2026

The Six Key Ages of Retirement: Your Roadmap to a Confident Future In this episode of The Finance Things in Life, Matt and Anthony from The Pitti Group Wealth Management break down the six key ages you need to know for effective retirement planning. From your pre-50s contribution years to post-70 estate updates, they walk through each milestone and what actions to take at every stage, including catch-up contributions, penalty-free withdrawals, Social Security timing, Medicare enrollment, and RMDs.

Whether you’re planning your own retirement or helping loved ones prepare, this episode offers a clear, practical roadmap to help you stay organized and make the most of every opportunity along the way.

Full episodes on YouTube, Apple, and Spotify.

Or visit: thepittigroup.com for more information and to set up a call with us. No pressure, no obligation, just a conversation!

Disclosures: The Pitti Group Wealth Management, LLC (“The Pitti Group”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where The Pitti Group and its representatives are properly licensed or exempt from licensure. The information provided is for educational and informational purposes only and does not constitute investment advice, and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor’s particular investment objectives, strategies, tax status, or investment horizon. You should consult your attorney or tax advisor. This information is general in nature and should not be considered tax advice. Investors should consult with a qualified tax consultant as to their particular situation. All information has been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy, reliability or completeness of, nor liability for, decisions based on such information, and it should not be relied on as such.

🎉 It finally happened!!After years of playing this great game, Sal is thrilled to share that: “I recorded my first hole ...
07/30/2026

🎉 It finally happened!!

After years of playing this great game, Sal is thrilled to share that: “I recorded my first hole in one Monday at the United Way of Greater Rochester & Finger Lakes Golf Tournament in Clifton Springs, New York! On top of that, our team came in 1st place in the tournament!

Hole 13 · 154 yards · Pitching wedge · Pure luck 😂

What an incredible day made even better by the fact that it was all in support of such a worthy cause.

Congratulations to the United Way team for a beautifully run event, and thank you to everyone who makes this tournament possible year after year.

Now if only I could repeat that on demand…” 🏌️⛳

Address

590 Fishers Station Drive Suite 110
Victor, NY
14564

Opening Hours

Monday 8:15am - 4:45pm
Tuesday 8:15am - 4:45pm
Wednesday 8:15am - 4:45pm
Thursday 8:15am - 4:45pm
Friday 8:15am - 4:30pm

Telephone

+15853374000

Website

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