We guide. For life.SM
For You, Your Family and Your Future
Fragasso Financial Advisors is a fee-based investment management and financial planning firm located in Downtown Pittsburgh, PA.
610 Smithfield Street, Suite 400 | Pittsburgh, PA 15222 | 412.227.3200 | Fax: 412.227.3210
Your financial success is the very reason that we are here. And making your experience personal means that we take the time to understand your unique circumstances, responsibilities and risk tolerance.
Once we do, we can craft a personal investment strategy that helps you work towards your ultimate goal of financial success.
Trust Your Financial Security to Fragasso
Where are you on life's journey?
Leaving a Legacy
Taking care of your family and yourself the way you want, either through lifetime gifting or distribution of assets upon death, is better discussed in advance while you are still in favorable health and mind. There can be many complications to an estate, business and legacy if the proper arrangements are not in place. An estate plan will assist you in:
- Preserving assets in the event of your incapacity during life
- Directing distributions of your assets
- Protecting the value of the estate from the costs associated with taxes, professional fees and court costs for the benefit of your heirs
- Fulfilling charitable objectives
Preparing for Retirement
Can you afford to retire? Many investors wonder if they have saved enough to help fund a secure retirement or whether their assets will cover their expenses when a health event occurs. A successful retirement strategy requires proper planning and constant attention to make sure you stay on track to achieve your goals.
Running a Business
You are in charge of managing your company’s retirement plan so it’s critical that you enlist the right partner. At Fragasso Financial Advisors, we can add extraordinary value for the trustees of your retirement plans by working with you as a team member. In return, you receive the confidence that accompanies quality plan management, monitoring and uncompromised professionalism.
Saving for a Child's Education
Funding a child’s education is expensive. Whether you are looking to save for your own children or want to help your grandkids, do you know and understand all of your options?
- 529 Plans
- Uniform Transfer to Minors Act (UTMA) accounts
- Coverdell Education Savings accounts
Our financial advisors can help you use the power of time and tax-burden shifting to help fund your child’s education. It’s never too late to start saving for the future!
Life in Transition
Have you recently lost your job? Are you going through a divorce or have you lost a spouse? When life as you know it suddenly changes it can be difficult, confusing and scary. With the help of a trained advisor, you can navigate these kinds of challenges with better peace of mind.
Awards
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Ranked #5 in PA, 2018
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Rank No. 2 in Western PA, Mar 2018
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Rank No. 2 in Western PA, Aug 2017
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No. 11 in Western PA med-size company, Oct 2017
Case Studies
Medical services nonprofit addresses vulnerabilities
As a board member or senior staffer with a nonprofit, do you understand your legal fiduciary obligations? With a limited IPS and uncertainty about their liability coverage, this nonprofit client was left vulnerable.
Find out how our process and fiduciary assistance gave everyone better peace of mind
B2B company owner enhances retirement program
As a retirement plan sponsor, working with a low-cost provider can seem like a convenient option to managing a plan. But could you be missing out on some key tax savings or opportunities that are better for you and your employees in the long run?
Learn more about what our review of this plan design uncovered and how we helped
An investor who was unsure about his current financial planning relationship
Imagine the person you trust to manage your money loses tens of thousands of your dollars to make commission. Investors often misunderstand or are simply unaware of the differences between brokers and financial advisors.
Blog
Apr 19, 2018
How can the new Tax Laws work for you?
Apr 5, 2018
Life Insurance & the Client ExperienceAbout Fragasso
From the very first interaction you have with us, your experience will be personalized, professional, and exceptional. Your goals are our goals. Your concerns are our concerns..
Client-Only Content
As a Fragasso client, you have access to exclusive content created just for you that takes an in-depth look at the issues facing investors today.