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

tax-smart-investing_icon
Tax-smart investing


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

planning-risk_icon
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.

fixed-Income_icon
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?

rewards-plus_logo


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% credit card cash back5 with no category restrictions or limits on rewards, exclusive access to many of our highest-yielding money market funds, and 3 layers of advanced identity protection from IDnotify®, a part of Experian®.



Learn more

How we can work together


Through one of our eligible advisory offerings

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


Gross 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 or Fidelity® Strategic Disciplines and $10 million or more in total investable assets8


Gross advisory fee: 0.20%–1.05%7, 9

It all starts with a conversation

Contact us today to set up an appointment.