RETIREMENT PLANNING FOR UNIVERSITY OF ROCHESTER PROFESSIONALS 50+
You’ve Built Your Wealth. Now It Needs to Last.
Protect your nest egg, reduce taxes, and create income that lasts through retirement.
You’re Age 50+
You’ve worked hard to build a meaningful nest egg. Now you want to know:
How can I protect what I’ve built from market downturns?
How do I convert savings into reliable income?
What are the smartest ways to reduce taxes in retirement?
How can I maximize my benefits from the University?
Our Approach: Personalized, Practical, and Proven
STEP
#1
Deep-Dive Discovery
We map out your full financial picture: assets, income goals, tax concerns, and retirement timing.
STEP
#2
Strategic Retirement Blueprint
Receive a plan focused on wealth preservation, tax efficiency, and dependable retirement income.
STEP
#3
Ongoing Guidance & Adjustments
We stay with you through markets, tax law changes, and life transitions, keeping your plan on track.
The Meliora Method™
What Clients Often Say After Getting Clarity
“My wife and I couldn't be happier to be working with The Pitti Group. We have been working with Sean for many years. He has given us great advice while listening to our goals that alter as we get older. He helped us come up with a plan that will get us where we need to be and live comfortably in Retirement.”
- William B.
“The Pitti Group Wealth Management has provided me steadfast investment advice and portfolio management services for many years. The growth of my portfolio has provided me with the funding I required to tour Europe, take two ocean cruses, and two solar eclipses!”
- Gene T.
“The Pitti Group has been an incredible help to mine and my husband’s financial journey. As someone who wanted clarity, support, and a long-term plan we could actually understand, they went above and beyond. They’re knowledgeable, patient, and truly take the time to explain everything — no jargon, just real guidance.
I highly recommend them to anyone looking for trustworthy and effective financial advice.”
- Emily B.