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Wealth Planning

Your Fidelity financial professional can provide guidance on a wide range of wealth planning topics, help answer your questions, and offer one-on-one support as you build a comprehensive plan for your financial future.

Let us help you plan your financial future

Understanding your investment objectives allows us to help you choose solutions and products that fit your needs.

Asset allocation

What is your target mix of stocks, bonds, and cash?

Tactical allocation

Do you consider large, medium, small, and international company exposure when making portfolio decisions?

Do you consider different issuers, maturities, and credit risks when purchasing bonds?

Asset location

What is your strategy for locating specific investments, assets, or securities in taxable, tax-deferred, or tax-free accounts?

Tax-efficient investing

Do you consider ways to defer, reduce, or minimize taxes on your portfolio?

Do you make charitable gifts and, if so, what is your strategy?

Taxable savings strategy

What are your goals, time frames, and risk tolerances for your taxable assets, and what is your savings investment strategy? Do you have a savings strategy to grow your taxable assets for future use?

Next steps

One-on-one consultation
Contact your Fidelity financial professional or call us at 800-343-3548 to schedule time to discuss how these topics apply to your overall financial situation.

Investing Calculators & Tools
Use these tools to help understand, create, and monitor a diversified investment portfolio.

Managed Accounts
Let our professionals do the investing for you.


Wealth Planning Overview

Consider these questions to discuss with your Fidelity financial professional when planning for your future.

View the Wealth Planning Overview (PDF)

More information

  • Fidelity Learning Center

    We offer quick, easy-to-follow lessons on a wide range of investment topics.

  • Attend a seminar

    We have free, in-person classes in your area covering a variety of investment topics.

Questions are designed to help give you insights and items to consider when planning for your future. They are intended for educational purposes only.

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.

Fidelity does not provide legal or tax advice and the information provided above is general in nature and should not be considered legal or tax advice. Consult with an attorney or tax professional regarding your specific legal or tax situation.

Fidelity Brokerage Services LLC, Member, NYSE, SIPC