Fort Pitt Capital Group

Medley Advisory is a independent financial consulting firm and our owner Gary Medley is an Investment Advisor Representative through IC Advisory Services, Inc. Being independent gives us access to many products and services to help you reach your goals. Advisors are often faced with the dilemma of having to choose between what benefits the client most, what benefits the advisor most or maybe choosing something in the middle. That dilemma is called a potential conflict of interest and sometimes we like to call that...doing what is right or doing what is easy.

Picone Financial Partners LLC is a financial services firm based in Bonita Springs, FL. Specializing in wealth management and investment strategies, the company provides personalized financial solutions to help clients achieve their financial goals. Generated from their business information

Capital Wealth Planning is a fee-based, SEC Registered Investment Advisory firm based in Naples, FL. They specialize in managing discretionary strategies and offer access to institutional wealth management platforms through separately managed account solutions. Their flagship Enhanced Dividend Income Portfolio invests in dividend-paying, blue-chip stocks primarily from the S&P 100 and Dow 30, and has received a 5-star Overall Morningstar Rating. With a focus on providing value to investors, Capital Wealth Planning offers managed account strategies on institutional wirehouse and regional broker-dealer WRAP platforms, as well as an ETF solution. They also have a Catholic Values Enhanced Dividend Income Portfolio that manages accounts in accordance with faith-based investment guidelines, and a Hedged ETF Portfolio designed as a risk management strategy. Their investment strategies are managed at various regional broker-dealers and institutional wire house SMA platforms.Generated from the website