The Pittsburgh Group at Morgan Stanley

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The Pittsburgh Group

OUR MISSION STATEMENT

Experienced wealth planning services for your life and legacy goals

Our Story and Services

Our Story

Since 1976, The Pittsburgh Group at Morgan Stanley Wealth Management has strived to help every client achieve their financial goals.  As one of the longest standing wealth management teams in the firm, we have the experience and knowledge it takes to give you concise and conscientious advice when it comes to your investments. Our objective is to simplify your family’s financial plan and make your future as clear as possible. The Pittsburgh Group creates an investment strategy that is specifically tailored to your needs, and in coordination with your plan, provides a path to strive to meet your future goals.


Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Services

  • 401(k) Rollovers
  • 529 Plans
  • Alternative Investments
  • Business Planning
  • Business Succession Planning
  • Estate Planning Strategies
  • Exchange Traded Funds
  • Financial Planning
  • Long Term Care Insurance
  • Qualified Retirement Plans
  • Retirement Planning

Our Clients

Clients

Our clients lead busy lives. Although they come from a variety of business and professional backgrounds, they are generally either trying to balance career goals with raising a family or preparing for retirement.Most of them have accumulated their wealth over time and are concerned about preserving it, growing it safely and passing it on to future generations. But they don’t have the time or desire to manage their investment strategies or consistently monitor their progress toward their goals.Our clients come to us because they have realized that they need help to organize and simplify their financial lives. They want to stop worrying about whether they are on track to retire and seek the help of professionals who can give them that assurance.Our clients stay with us because we take the time to listen to them andunderstand them. They appreciate the way our planning process brings together their goals and values as well as their needs and challenges. And they know they can look to us first for advice on nearly any financial matter.Our clients are good, hard-working people with a high level of ethics which makes it an honor and a pleasure for us to serve them.

Experience

Experience

You would be hard-pressed to find another team of advisors with the breadth of knowledge and experience of The Pittsburgh Group.  Along with our collective 128 years of experience in the financial services industry, our team includes two CPAs (non-practicing), a Chartered Financial Analyst, and a Certified Financial Planner™ professional. Our commitment to expanding our knowledge continues as team members pursue additional coursework and designations.  However, more important than our résumés is how we apply this experience to benefit our clients.
• Providing a holistic perspective as we help you plan for your future
• Building sound investment portfolios
• Addressing a broad array of wealth planning issues
• Advising on a variety of business-related concerns

Working With You

Working With You

How We Are Different

We are often asked how the Pittsburgh Group is different from other financial advisory practices. We enjoy responding to that question because we believe we are different from the rest in three key areas:
1. The approach we take to understanding the needs and concerns of our clients and their families
2. Our highly disciplined investment process and institutional-class resources
3. The breadth and depth of our knowledge and experience

Meet The Pittsburgh Group

Retirement

Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

  • 401(k) Rollovers
  • IRA Plans
  • Retirement income strategies
  • Annuities

Investing

Working closely with you to guide your wealth and investments through the most challenging market cycles.

  • Asset management
  • Traditional investments
  • Alternative Investments
  • Impact Investing

Family

Creating customized financial strategies for the challenges that today's families face.

  • Estate Planning
  • 529 Plans / Education Planning
  • Long Term Care Insurance
  • Trust Services and Accounting

Business Planning

Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

  • Succession Planning
  • Business Planning
  • Retirement Plan Sponsors
  • Corporate Pension Funds

Philanthropy

Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.

  • Endowments
  • Foundations
  • Donor Advised Funds
  • Impact Investing

Ready to start a conversation? Contact The Pittsburgh Group today.

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