If you’re an investor with a substantial portfolio, we offer a broad range of wealth planning products and services and can provide you with in-depth guidance to help you preserve your wealth and maximize growth potential.
See the full range of wealth planning topics that you can discuss with your Fidelity financial professional, who can provide one-on-one support as you build a comprehensive plan for your financial future.
Wealth management service options
Fidelity provides a full range of services, so you can work with us in a variety of ways to meet your specific needs and wealth management goals.
Eligible investors can take advantage of our sophisticated trading tools, support, and a dedicated specialist.
Although consultations are one on one, guidance provided by Fidelity is educational in nature, is not individualized, and is not intended to serve as the primary or sole basis for your investment or tax-planning decisions.