The Fragasso team recently spent the afternoon at Pittsburgh Bocce House for our annual team-building event. It was a great opportunity to connect with colleagues, enjoy some friendly competition, and spend time together outside the office.
We’re honored to be named a 2026 5-Star Wealth Management Team by InvestmentNews.Thank you to our clients and team for making this recognition possible.#WealthManagement#FinancialPlanning
Proud of our team volunteering with the Veterans Leadership Program at a Military Share Food Distribution event in Braddock. Supporting veterans through service, teamwork, and community impact. 🇺🇸👏
Our latest TV spot asks a different question:
Not how much you’ve built—
but how clearly it’s structured.
For those who value perspective:
https://t.co/cjqhXY0VDS
Most owners assume their exit will fund what comes next. Few quantify the gap between expectation and reality.
Wealth Gap. Value Gap.
Both matter more than most realize.
https://t.co/FbQizpgToO
New leadership. Same client-first focus.
With Christi Robinette as CEO and Robert Fragasso as Chairman, we’re building on a strong foundation—so you can plan ahead with confidence.
https://t.co/H6qUU15fH9...
The Spring 2026 issue of The Advisor is here.
Tax updates. Charitable strategies. Retirement opportunities.
Explore what’s shaping financial planning this year → https://t.co/DsuHncAY2q
Honored to be featured! Robert Fragasso, Chairman of the Board at Fragasso Financial Advisors, shares insights on leadership and financial strategy in his latest CAA interview: https://t.co/864MmwSdPj
Fragasso’s exit planning advisors Bryan Reft, CEPA and Daniel Tatomir, CExP, took part in the SmartBusiness Dealmakers Pittsburgh Conference on Feb. 19, 2026. Over 600 deal advisors, investors, and business owners were in attendance at this highly successful event. Kudos!
Is your exit plan steady—or wobbling? 🪑
A fulfilling transition beyond your business depends on three legs: personal, financial, and business. Miss one, and the whole plan can feel unstable.
Read our latest blog to see if you’re balanced for what’s next https://t.co/6Qc2u774YR
Despite a turbulent first half of 2025, markets showed resilience—especially internationally.
See what drove market performance month by month and what patterns emerged for investors:
🔗 https://t.co/aYH1CCWJVX
Building generational wealth goes beyond financial assets—it’s about values, stewardship, and legacy.
Strategic philanthropy can strengthen families while creating lasting impact. Read how charitable giving becomes a pillar of long-term wealth planning:
👉 https://t.co/r4alRYZoP4
Multigenerational planning isn’t just about wealth—it’s about protecting your family, values, and future.
With trillions set to transfer between generations, learn how our Client Experience supports every stage of life: https://t.co/X48ayfuDZQ...
The Great Wealth Transfer isn’t coming—it’s here. 💼💸
In 2025, over $2.5T is shifting across generations, redefining families, philanthropy & the future of investing.
Read the full edition: https://t.co/HVwbjRt3Ra
Watch the video: https://t.co/1wmIcYKMuM
Women face unique retirement challenges — longer lifespans, lower savings, and caregiving breaks.
Learn more: https://t.co/2WL14B28Pe
Fragasso helps you plan confidently for life after work.
#FragassoFinancialAdvisors#PlanForYourFuture
Nearing retirement? It’s not just about how much you’ve accumulated — it’s how well your plan can flex during volatility.
A recent article from Kiplinger’s is a must-read: https://t.co/XCwBqMhnnL
Fragasso helps high-net-worth clients preserve wealth throughout retirement!
Divorce, widowhood, or retirement = some of life’s biggest transitions. They can be emotional and financial. Women often face the hardest shifts.
🔗https://t.co/6k5ylAWMtC
Fragasso helps clients rebuild, refocus, and reimagine what’s next.