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 designed 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.
- Partner with a Fidelity financial professional
- Let Fidelity do the investing for me
- Access to personalized wealth planning from your own wealth management team
- Refer me to an independent registered advisor for more specialized needs
- Explore Fidelity’s institutional services for wealthy families and family offices
Eligible investors can take advantage of our sophisticated trading tools, support, and a dedicated specialist.