Private Wealth Management

Late-cycle economy: What to expect

Volatility may go up as most countries, including the US, are firmly in late-cycle.

Current insights

2020 outlook: Keep an eye on earnings

The business cycle is in the late phase, but slow and steady growth could continue.

Tapping into the "Family Bank"

Learn how intra-family loans may help your loved ones.

The SECURE Act and you

The new act includes many reforms that could make saving for retirement easier and more accessible for many Americans.

Family engagement

Time to have a family money meeting?

See how one family learned to be more open when talking about money with their children.

Ways to manage cognitive decline

Learn how to cope emotionally and financially when dealing with Alzheimers.

Charitable giving/gifting

Gifting – the basics

Read about key issues that can make the most of your gift.

Understanding charitable gifting

There are tax-efficient ways to help more of your donation reach a charitable organization.

Charitable gifts of appreciated property

Tax-efficient ways to help pass assets on to your loved ones while you're still alive.

Lifetime gifting

Learn ways to maximize your gifting and make it last a lifetime.

Retirement benefits

Roth IRA conversion

Understand the tax and savings implications of a Roth IRA conversion.

Defined benefit plan

Compare defined benefit and defined contribution retirement plans.

Annuity vs. lump sum

Weigh the options when deciding between lump sum and annuity payments.


Should you carry umbrella insurance?

Take a closer look at this often overlooked form of liability coverage.

Understanding asset protection strategies

Find out strategies that can help safeguard wealth, plus some trade-offs.


Incentive stock options (ISOs)

Consider the potential tax benefits of ISOs.

Nonqualified stock options (NSOs)

Explore how employee stock options work.

Meet our Private Wealth Management thought leaders

Louis Gentile
Regional Vice President, Advanced Planning

Dr. Timothy G. Habbershon
Managing Director

Christin Haley
Regional Vice President, Advanced Planning

Roger Hobby
Executive Vice President, Private Wealth and Participant Engagement

Dave Peterson
Head of Wealth Planning

Tobias Donath
Vice President

Ajay Sarkaria
Regional Vice President, Advanced Planning

Chris Sheldon
Chief Investment Officer

Jurrien Timmer
Director of Global Macro in Fidelity's Global Asset Allocation Division