The Pitti Group Wealth Management

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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. Its 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.

Estate Planning Awareness Week is a timely reminder that protecting your legacy requires more than a basic will, especia...
10/19/2026

Estate Planning Awareness Week is a timely reminder that protecting your legacy requires more than a basic will, especially for high-net-worth individuals and families. As wealth grows, so can the complexity of preserving assets, minimizing tax exposure, planning for incapacity, and making sure your wishes are carried out clearly.

Swipe through for a few important estate planning considerations for high-net-worth individuals to keep in mind. Thoughtful planning today can help create greater clarity and confidence tomorrow. Contact us to discuss your estate planning needs.

Fall is here, and with the end of the year approaching, now is a good time to make sure your financial plans are keeping...
10/16/2026

Fall is here, and with the end of the year approaching, now is a good time to make sure your financial plans are keeping pace with your goals and what's ahead.

Whether you're reviewing year-end financial decisions, thinking about the legacy you want to leave your family, or approaching an important milestone like Medicare enrollment, taking action now can help you move forward with greater clarity and confidence.

You don't have to wait until you have all the answers to start the conversation.

At The Pitti Group, we're here to help you work through your questions, evaluate your options, and prepare for what's next.

Have something you've been meaning to discuss? Let's make time for it this fall.

Reach out to our team to get the conversation started.

If you’re turning 65 soon and are unsure about what it means to enroll in Medicare, you are not alone.One of the most co...
10/15/2026

If you’re turning 65 soon and are unsure about what it means to enroll in Medicare, you are not alone.

One of the most common questions we hear from those nearing retirement is around the timeline for signing up for Medicare.

So, we wanted to share a few important reminders to help you stay on track:

✅Know your enrollment window. Your initial enrollment window lasts for seven months - three months before your 65th birthday, your birthday month, and three months after your birthday. Enrolling early in this timeframe can help ensure your coverage begins right when you need it.

✅Understand how to sign up. Some individuals are automatically enrolled in Original Medicare, while others need to take action themselves to enroll in Original Medicare. This often depends on whether you are already receiving Social Security benefits.

✅Do not delay without a plan. Waiting too long to enroll without qualifying coverage can result in delayed coverage start dates and ongoing late-enrollment penalties.

✅Be aware of other options. If you are still working and covered under an employer plan, you may qualify for a Special Enrollment Period that can allow you to defer your enrollment.

However, missing all enrollment windows can limit your options and increase costs, so it's best to clarify this early.

Medicare decisions can feel overwhelming, but you do not have to navigate them alone.

Whether you are approaching 65 or are simply evaluating your options, contact us for guidance tailored to your situation.

A comprehensive financial plan should reflect both your personal values and long-term intentions. Some important areas t...
10/13/2026

A comprehensive financial plan should reflect both your personal values and long-term intentions. Some important areas to evaluate include charitable and legacy goals, as well as estate and wealth-transfer plans. Swipe to learn more. Keeping these elements up to date can provide clarity and confidence in your overall plan. Call us to discuss your goals.

10/09/2026

“Start early.”

That's the lesson Mike Stapleton wishes he'd appreciated sooner.

He talks about teaching his children about compound interest, encouraging them to avoid unnecessary debt and making saving a priority as early as possible.

You don't need to have everything figured out today.

But the sooner you start, the more time your money has to work for you.

🎙️ ️ Full episode of The Finance Things in Life with Mike Stapleton available now on Apple, Spotify, and YouTube!

10/08/2026

Having a healthcare proxy is important.

But Mike Stapleton makes an even more important point: the person you've chosen needs to know what you actually want.

If you're ever unable to speak for yourself, someone else may have to make incredibly difficult decisions on your behalf.

Have you talked with your family about:
• What kind of care you would want?
• What you would not want?
• Who should advocate for you?
• What matters most to you at the end of life?

These aren't always easy conversations, but they're important ones.

🎙️ Full episode of The Finance Things in Life with Mike Stapleton available now on Apple, Spotify, and YouTube!

10/07/2026

What does healthcare actually cost, and who pays for it?

In this conversation, Mike Stapleton, CEO of Thompson Health, explains one of the challenges facing healthcare providers today: the difference between what it costs to provide care and what hospitals are reimbursed by different payers.

Medicare, Medicaid, commercial insurance and self-pay patients can all reimburse providers differently. As Mike explains, Medicare may pay around 61 cents on the dollar compared with the cost of providing that care.

It’s a reminder that the healthcare system is more complicated than simply looking at your insurance premium or copay.

Understanding how healthcare works, and how those costs can affect you over time, is an important part of making informed financial decisions.

🎙️ ️ Full episode of The Finance Things in Life with Mike Stapleton available now on Apple, Spotify, and YouTube!

10/06/2026

Long-term care can be one of the biggest financial challenges families face later in life.

And planning isn't simply about finding a nursing home when you need one.

Mike Stapleton explains why families need to think ahead about:
• Where they would want to receive care
• How that care would be paid for
• What assets may be available
• Long-term care insurance
• Medicaid planning
• And the availability of quality facilities

The earlier you have these conversations, the more options you may have.

🎙️ Full episode of The Finance Things in Life with Mike Stapleton available now on Apple, Spotify, and YouTube!

10/05/2026

When you need medical care, knowing where to go can make a difference.

Mike Stapleton, CEO of Thompson Health, explains why the goal should be getting the right care, at the right time, in the right place.

Primary care is often the most cost-effective starting point. Urgent care can handle many issues that don't require an emergency department. And when you're experiencing a true emergency, don't hesitate to call 911.

Understanding your options before you're sick can help you make better decisions when you need them most.

🎙️ Watch and listen to the full conversation with Mike Stapleton on The Finance Things in Life.

Choosing the right Medicare coverage is a big decision. Two types of coverage that are often conflated but serve very di...
10/01/2026

Choosing the right Medicare coverage is a big decision. Two types of coverage that are often conflated but serve very different purposes are Medicare Advantage and Medicare Supplement (Medigap). Swipe through for a clear side-by-side breakdown to help you determine which option is the better fit for your situation.

If you have questions or want to talk through your options, send our office a message today. We are here to help.

The Pitti Group is now licensed to help with Medicare, and our very own wealth advisor, Sean Hantes, can walk you through it - from enrollment to plan review. With over 9 years' experience, Sean's been focused on tax-efficient planning including Social Security timing, investment strategy, and retirement planning. And now also AHIP certified, he can discuss Medicare options with clients approaching or navigating enrollment - so every decision of your retirement can be made with clarity and confidence.

Medicare's Annual Enrollment Period is approaching – schedule your time with Sean today!

Thepittigroup.com/contact
(585)337-4000

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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