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 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 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

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.