We’ll collaborate to create an investment strategy designed to help you pursue multiple goals, protect and grow your wealth, and take care of the people in your life. You can apply that strategy with your advisor1 and through your self-directed investments.
A diversified investment strategy that looks at your household’s full financial picture could lead to better outcomes.
To build a plan around that strategy, we’ll get a 360-degree view of your portfolio, including accounts held at other firms.
This can help balance your plan for growth and protection to ensure your investments are working toward a common goal.
We analyze the impact of taxes on your portfolio, designed to help reduce what you pay so more of your money can stay invested and working for you. We want to help your investments grow while minimizing your tax implications.
You’ll receive proactive investment management tailored to the reasons you’re investing, all designed to help you achieve your long-term vision and withstand market ups and downs. And we’ll check in regularly to adjust your plan for new goals and life events.
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We believe that your investment strategy should work with the life you’re envisioning—the goals you set will play a big part of how we construct your overall plan.
These strategies can help you reduce taxes on retirement account withdrawals.
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Learn techniques to help ease your tax burden.
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Don’t ignore these important factors.
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Our Fidelity Wealth Advisor Solutions®3 program can support a range of investment and financial planning solutions by helping you pursue additional opportunities while maintaining your relationship with your Fidelity advisor.
When you work with us, you’ll get:
A conversation with an advisor is the first step to helping you find the right approach to reach your goals.
We can help you find the answers.
As a Fidelity® Wealth Management client, you can work with your advisor4 on a personalized plan based on your complete household picture, and they will recommend an investment offering designed to fit your needs.
Professionally managed portfolios that can be tailored around your comfort with risk, goals, and investment preferences.
Personalized, professionally managed portfolios focused on your investment goals like managing taxes, generating income, and diversifying portfolio holdings.
A blend of professional investment management and built-in digital advice.
Professional, affordable money management with automatic rebalancing to keep your strategy on track, plus access to coaching when your balance reaches $25,000.
Customized portfolios of individual stocks managed by a team of professionals, including direct indexing or actively managed strategies with tax-smart investing techniques.2
Whether you are looking for stable, guaranteed lifetime income5 or to save for retirement in a tax-deferred way, we can help provide peace of mind through our range of annuity solutions.
Life insurance can help provide financial security to your loved ones.
You don't have to go it alone if you don't want to.
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Tailored by you, professionally managed.
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Watch the latest Quarterly Market Perspective as Bill shares his thoughts on the previous...
6 min Our Fidelity Wealth Advisor Solutions®3 program can support a range of investment and financial planning solutions by helping you pursue additional opportunities while maintaining your relationship with your Fidelity advisor.
When you work with us, you’ll get:
A conversation with an advisor is the first step to helping you find the right approach to reach your goals.
We can help you find the answers.
Keep in mind that investing involves risk. The value of your investment will fluctuate over time, and you may gain or lose money.
1. Fidelity advisors are licensed with Strategic Advisers LLC (Strategic Advisers), a registered investment adviser, and registered with Fidelity Brokerage Services, LLC (FBS), a registered broker-dealer. Whether a Fidelity advisor provides advisory services through Strategic Advisers for a fee or brokerage services through FBS will depend on the products and services you choose. Fidelity Wealth Services (FWS) Wealth Management service-level clients must generally qualify for support from a dedicated Fidelity advisor, which is based on a variety of factors (for example, a client with at least $500,000 invested in an eligible Fidelity account(s) would typically qualify). Account investment minimum is $50,000 for FWS. Clients with $500,000 or more at Fidelity may qualify for a single point of contact for support and guidance as needed without enrollment in an advisory program.
2. Tax-smart (i.e., tax-sensitive) investing techniques, including tax-loss harvesting, are applied in managing certain taxable accounts on a limited basis, at the discretion of the portfolio manager, primarily with respect to determining when assets in a client's account should be bought or sold. Assets contributed may be sold for a taxable gain or loss at any time. There are no guarantees as to the effectiveness of the tax-smart investing techniques applied in serving to reduce or minimize a client's overall tax liabilities, or as to the tax results that may be generated by a given transaction.
3. Fidelity Wealth Advisor Solutions® (WAS) is provided by Strategic Advisers LLC (Strategic Advisers), a registered investment adviser and a Fidelity Investments company. WAS is a referral service designed for existing and prospective clients of Fidelity who seek to receive referrals to third-party independent investment advisory firms. In no event shall Strategic Advisers' providing the name of an investment advisor constitute a recommendation or opinion as to the quality or appropriateness of the investment advisor or their related advisory services. Participating investment advisors pay Strategic Advisers a referral fee. Please refer to Fidelity Wealth Advisor Solutions Form ADV, Part 2A Brochure for further details.
4. Fidelity® Wealth Services (FWS) Wealth Management service-level clients and all Fidelity® Strategic Disciplines (FSD) clients must generally qualify for support from a dedicated Fidelity advisor, which is based on a variety of factors (for example, a client with at least $500,000 invested in an eligible Fidelity account(s) would typically qualify). Account investment minimum is $50,000 for FWS, $100,000 for an FSD equity strategy, and $350,000 for an FSD bond strategy.
5. Annuity guarantees are subject to the claims-paying ability of the issuing insurance company.
Images are for illustrative purposes only.
Fidelity does not provide legal or tax advice. The information herein is general in nature and should not be considered legal or tax advice. Consult an attorney or tax professional regarding your specific situation.
Fidelity® Wealth Services, provides non-discretionary financial planning and discretionary investment management through one or more Personalized Portfolios accounts for a fee. Advisory services offered by Strategic Advisers LLC (Strategic Advisers), a registered investment adviser. Brokerage services provided by Fidelity Brokerage Services, LLC (FBS), and custodial and related services provided by National Financial Services LLC (NFS), each a member NYSE and SIPC. Strategic Advisers, FBS, and NFS are Fidelity Investments companies.
Fidelity Brokerage Services, LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917
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