Broker Check

About Pittsburgh Wealth Management Group

Choosing a financial partner is about far more than just finances. Here at Pittsburgh Wealth Management Group, we take pride in the options and services we offer our clients.

Our mission is to provide sound recommendations designed for your greatest benefit. We strive to eliminate the guesswork often associated with retirement planning by providing clear information and recommendations. We assist in the design and then implement a plan for your retirement. We then remain by your side, monitoring how the plan is working, making any necessary adjustments as life changes along the way.

Retirement represents a fundamental change in your life, yet most retirees don’t match that with a fundamental change in their portfolios. Our primary focus is to assist those planning for, entering into or already in retirement to make that transition smoothly.

Mark Battalini

Our Founder

Mark Battalini, the Founder and Chief Executive Officer of The Pittsburgh Wealth Management Group passed away on July 13th, 2015.

Mark was a leader in the investment industry with a career spanning nearly four decades. During his career, Mark primarily worked with high-net-worth individuals, business owners and entrepreneurs, as well with charitable organizations. Through his efforts, the Pittsburgh Wealth Management Group now manages over $100 million in client assets.

Mark proudly served in the U.S. Air Force. After serving, he returned to Pittsburgh and started his career in the insurance industry. He rose quickly through the ranks of Metropolitan Life to become it’s Number #1 agent in 1979.

Mark then earned all of his securities licenses and worked his way up to Senior Vice President of a local Pittsburgh firm. In 2010, he decided to open an independent firm, The Pittsburgh Wealth Management Group. This enabled Mark to offer clients the best investment products available for their personal situation.

Mark was named a “2011 Five Star Wealth Manager” by Pittsburgh Magazine and was consistently ranked in the “Who’s Who among Financial Advisors”

Michael Battalini

President / CEO

As President and CEO of The Pittsburgh Wealth Management Group, Michael Battalini is devoted to helping people protect and grow the assets they have accumulated over their lifetime.

Michael Battalini is a fully licensed investment professional, Series 7 (General Securities License) and Series 63 (Securities Agent for States). He is also a fully licensed Life, Annuity and Health Insurance Agent. Michael has a Bachelor of Science in Business Administration from Robert Morris University. Michael is also a Registered Financial Consultant RFC®

Custom financial planning for retirees and pre-retirees throughout the country is Michael’s focus. His expertise in shielding client investments from stock market loss is a strategy that has become especially important in today’s volatile market and ever changing economy. Sound advice about a lifetime of income security with consideration paid to tax implications is what you can expect in working with Michael and the Pittsburgh Wealth Management Group.

.

Gina McCafferty

Director Of Operations

Gina has a wealth of experience in the investment industry. She has worked in every aspect of account administration throughout her 20 years in the business. She is the consumate professional and a valuable asset to the Pittsburgh Wealth Management Group. Gina has a warm and engaging personality and has become a client favorite over the years.

Have Questions About Your Financial Future?

Contact Us Today!