Managing & Growing Wealth

You've worked hard to get where you are. Let's make sure your money keeps working hard for you.

The Fidelity Perspective

  • Diversifying your investments: Help minimize your investment risks with a diverse mix of assets in your portfolio. 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 minimize the impact where possible.
  • Protecting your legacy: Consider life insurance and estate planning strategies to help protect your wealth and maximize your legacy.

Track your long-term goals


Explore our Planning & Guidance Center today. You can create a holistic financial plan or investment strategy and monitor your progress.

 

Diversifying your investments

Five 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.

Wealth planning


Our personal approach can help simplify the complexities of investing your assets, addressing the potential impact of taxes, and preserving your wealth.

See how Fidelity can partner with you

 

Examining your tax strategy

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


Charitable giving
Maximize your impact with smarter charitable giving. Fidelity Charitable® can help you give more and potentially reduce your taxes.

 

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.

Family gifting

Financial gifts can lay the foundation for the future of someone you love, helping fund a child's education.

Fidelity resources to 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.

Portfolio Advisory Services

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

Ready to get started?