What is Financial Planning at Fidelis Wealth Management? It's a practice, a philosophy, a strong belief that the best way we can work with you is by exploring those ideas you have about your life, family, goals and aspirations today - and your priorities for the future. It’s about understanding what you would like to achieve financially over time and how, through our comprehensive wealth planning, we can help you work towards it. Fidelis wealth planning looks beyond your portfolio. It looks at your life. Our Wealth Advisors look at all those areas you'll need to prepare for - your children's future, your retirement, your estate and wealth transfer needs and insurance - and draw upon our powerful resources and expertise to make appropriate recommendations. Our planning doesn't end there. It's also about progress - monitoring it and building upon it - so that your financial strategy continues to work toward the goals you've set. At Fidelis Wealth Management your future is our commitment.
Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.
Member Since: 2010