Fidelity Private Wealth Management®

For clients with more than $5,000,000 in assets, Fidelity Private Wealth Management® offers access to comprehensive wealth planning and investment strategies to help ensure that your values and vision for wealth are shared with your loved ones and beneficiaries—now and in the future.

Helping families manage wealth through generations

Your own wealth management team A dedicated team led by a Wealth Management Adviser who will understand what is important to you and your family and help you through the wealth-planning process
Comprehensive wealth planning A personalized wealth plan1 tailored to your unique situation, providing key financial strategies designed to help you reach your goals
Professional portfolio management2 Access to a dedicated portfolio manager responsible for constructing, tailoring, and managing your discretionary managed assets according to your overall plan
Asset protection and transfer Flexible trust solutions3 to provide ongoing stability, support, and long-term investment expertise for you and your beneficiaries
A partner for generations A commitment to helping families build, preserve, and transfer their wealth from a trusted, privately held company with a history of innovation and performance

Your Fidelity Private Wealth Management team is your direct link to Fidelity's full suite of resources and solutions, providing proactive insights and financial strategies that are well-informed and in your best interest. 

Wealth Management Adviser is your single point of contact who will lead a team of specialists on your behalf. 

  • Relationship manager provides daily service and account administration.
  • Investment manager2 constructs and manages your discretionary managed assets according to your overall plan.
  • Trust officer3 provides administration, custody, and recordkeeping services for a wide variety of personal trust relationships.
  • Wealth planning specialist1 analyzes your current financial situation and develops your personalized wealth management strategy through Fidelity Wealth Management AdvisorySM
  • Outside advisors are integral to the process. At your request, we can communicate with your attorney or accountant to help you facilitate the implementation of your tailored strategy.