Managing & growing wealth

From investing to financial planning to working with our advisors, our goal is to offer straightforward solutions designed to help you grow and protect your wealth.

The Fidelity Perspective

  • Building your wealth: See how working with an advisor may help with your financial plan and tailored investment strategy.
  • Diversifying your investments: Help manage investment risks by building a portfolio with a diverse mix of assets. Also take the opportunity to fine-tune your savings goals and investment approaches annually—and after every major life event.
  • Examining your tax strategy: Be aware of how taxes will affect your money, and manage the impact where possible.
  • Protecting your legacy: Consider life insurance and estate planning strategies to help protect your wealth and your legacy.

Track your long-term goals

Use our Planning & Guidance Center to explore investment strategies for your goals and monitor your progress.

Wealth Management

Wealth management, through Fidelity® Wealth Services, creates a relationship between you and a dedicated advisor who can work with you to plan around your full financial picture and provide clear recommendations*. 

Explore our wealth management services


Examining your tax strategy

Tax-efficient investing
Ready to keep more of what you earn? Create a plan designed to help reduce the tax bite on your investments.

Charitable giving
Create a smarter charitable giving strategy designed to make an impact. Fidelity Charitable® can help you increase what you give and potentially reduce your tax burden.


Diversifying your investments

5 things to review annually

Plan for your family's future as you review your savings and investment strategies.

Choosing the right investments for your IRA

Opening an IRA can be an important step in implementing a retirement savings plan and can help you meet your goals of investing for growth, income, or both.


Protecting your legacy

Estate planning

Understand how wills and trusts work, and learn strategies to protect what you care about.

Life insurance

Protect yourself and your loved ones with guidance and solutions from Fidelity.

Designed to help grow your wealth

Save for retirement with a Fidelity IRA

Maxed out your 401(k)? A Fidelity Roth or traditional IRA is another tax-advantaged way to save.

Managed accounts

Hand off the challenge of investing to a team of investment professionals focused on helping you reach your goals.

Ready to get started?