Your investment strategy is just the beginning

We'll continue to partner with you to build a comprehensive approach around your full financial picture.

In addition to personalized investment management, Fidelity® Wealth Services clients have access to financial planning and the support of an advisor.


plan

Ongoing support

Whether the markets are making you nervous or you have questions about your account, your advisor is here to support you.

manage

Strategic reviews

At least once a year, your advisor will initiate an in-depth strategic review to help you uncover opportunities and make any necessary adjustments to your investment strategies.

support

Keeping you informed

You'll receive exclusive communications from your investment management team, designed to keep you informed about market events, account activity, and trades we make on your behalf.