Wealth Management

Working with a dedicated advisor, you can build a flexible plan designed to help you grow and protect your wealth and adapt to meet your changing needs.

It all starts with a conversation.

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A wealth of opportunities

A personalized approach

Your advisor can create a personalized strategy around your full financial picture, focusing on the things that matter most to you.

Tax strategies

If you're concerned about the impact of taxes on your investments, we apply a range of tax-smart techniques throughout the year designed to help you keep more of what you've earned.

Straightforward recommendations

We'll clearly lay out your options and offer straightforward investing advice and guidance.

How we can work together

Advisory offering through Fidelity® Wealth Services

Wealth Management

Your advisor will provide access to planning and ongoing investment management based on your financial picture.

  • Specific planning recommendations around your priorities and preferences
  • Tax strategies that can help reduce taxes on your portfolio
  • Access to comprehensive planning sessions around things like retirement and legacy planning that can help you manage risks and identify opportunities

Minimum investment: $250,000 managed through Fidelity® Wealth Services1

Annual investment advisory fee: 0.50% – 1.50%2

Private Wealth Management

You'll have your own wealth management team, led by your advisor, and comprehensive financial planning and investment management.

  • Your team will create a tailored plan designed around your financial picture
  • Direct access to your own Fidelity investment manager, who will create a personalized investment strategy for you
  • Receive ongoing guidance around charitable giving, estate planning, and legacy building to help you meet the needs of your family for generations to come
  • If you work with outside financial professionals, such as attorneys or accountants, your team can work with them to help ensure a more seamless approach

Minimum investment and general eligibility: $2 million managed through Fidelity® Wealth Services,1 and $10 million or more in total investable assets3

Annual investment advisory fee: 0.50% – 1.05%2

A relationship built around you

Every client comes to us with unique needs. That's why we work to build a unique approach for each one. A conversation between you and your advisor about what matters to you will help us suggest solutions designed around you.

Explore our planning approach

Additional services

Managed Accounts
Learn more about our wide range of investment solutions that can be customized to help you meet your goals.

Wealth Advisor Solutions
Enables your Fidelity advisor to offer you access to specialized investment services from our network of independent registered investment advisers; minimums and fees vary by adviser and strategy

Fidelity Family Office Services
Provides custody, brokerage, investment, and reporting services to single family offices, wealthy families, and the advisors who serve them

Let's talk about how we can work together

Call or visit us today to set up an appointment.