Broker Check

Providing For Your Loved Ones

Understanding your priorities

Wealth transfer means much more than simply transferring your assets to your beneficiaries. It often involves powerful emotional and family dynamics that will influence any wealth transfer strategies you might consider.

At Fidelis Wealth Management our planning process begins with asking you questions and listening to your answers - not just about your assets, but about your priorities.

Building on those answers we can reach an understanding of your priorities. We then develop a strategy that integrates your finances with your goals and wishes.

  • How do you want your wealth to impact those people and issues you value most?
  • At what age do you think your beneficiaries will be ready to handle an inheritance?
  • What qualified charities or other organizations do you wish to support?
  • How do you want your assets managed in the event of your disability or incapacity?
  • How would you like to protect family members from current or potential creditors or divorce?

Once we understand what’s important to you, we work with you to identify the best ways to fulfill your aspirations for the future by developing the right set of planning strategies to pursue your wealth transfer objectives.