Take advantage of everything Fidelity has to offer

A financial plan that aligns with your life is based on a straightforward conversation about your finances and goals. By offering a fresh perspective, we can help you decide whether you're on the right path or if you should consider a new direction.


Find an advisor


Already have a dedicated Fidelity advisor? Schedule an appointment  (login required)

Just some of the ways we can help you with your wealth management needs

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Tax-smart investing


We can explore multiple tax-smart techniques1 designed to help you keep more of what you earn.

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Planning & risk assessment


We can look at the balance of risk and return in your portfolio and help you develop a plan to weather different market conditions.

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Fixed income & bond investing


We can help you evaluate whether purchasing individual bonds might be a good fit for you and may be able to save you up to $15 per bond.2

How Fidelity is working for you every day

We're continually looking for ways to create better financial futures for clients like you, whether that means working with you to build a financial plan, helping you to grow and protect your wealth, or adding value wherever possible.


Ready to get started?

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Introducing exclusive benefits for Wealth Management clients

As a Wealth Management client with at least $250,000 in eligible professionally managed assets,4 you have access to a wide range of exclusive benefits, including up to 3% cash back5 on everyday credit card purchases, exclusive access to many of our highest-yielding money market funds, and 3 layers of advanced identity protection from IDnotify®, a part of Experian®.



Enroll today to receive a limited-time bonus

How we can work together


Advisory offering through Fidelity® Wealth Services

Wealth Management

Your Fidelity advisor will provide access to planning and ongoing investment management based on your financial picture.


Minimum investment:
$250,000 managed through Fidelity® Wealth Services6


Annual investment advisory fee: 0.50% – 1.50%7

Private Wealth Management

You'll have your own wealth management team, led by your Fidelity advisor, and comprehensive financial planning and investment management.


Minimum investment:
$2 million managed through Fidelity® Wealth Services,6 and $10 million or more in total investable assets8


Annual investment advisory fee: 0.50% – 1.05%7

It all starts with a conversation

Call or visit us today to set up an appointment.