Wealth Management

You can work with a dedicated advisor, who can help you build a flexible plan that's designed to adapt to your changing needs and help grow and protect your wealth over time.

It all starts with a conversation.

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A dedicated financial advisor

Your advisor will help you define your goals, help you understand your options, and proactively work with you to develop and implement a clear plan.

Ongoing planning

Receive a personalized plan for your full financial picture designed to help you pursue multiple goals, grow your wealth, or take care of the people who matter most to you.

Personalized investment management

Your advisor can help you choose investments based on your preferences and feelings about risk, including tax-smart strategies. We'll also proactively monitor your account and make adjustments as needed to meet your changing needs and to help you stay on track.

How we can work together

Advisory offering through Fidelity® Wealth Services

Wealth Management

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

Minimum investment:
$250,000 managed through Fidelity® Wealth Services2

Annual investment advisory fee: 0.50% – 1.50%3

Private Wealth Management

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

Minimum investment:
$2 million managed through Fidelity® Wealth Services,2 and $10 million or more in total investable assets4

Annual investment advisory fee: 0.50% – 1.05%3

Additional services available at Fidelity

Wealth Advisor Solutions5
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

Contact us today to set up an appointment.