Welcome to Fidelis Wealth Management
At Fidelis Wealth Management, we believe stewardship involves more than helping you invest your financial assets. It entails a relationship grounded in understanding your goals, financial objectives and aspirations and working with you to pursue them.
Our wealth planning process looks beyond your portfolio. It looks at your life, the priorities you’ve set and the vision you have for your future. Financial planning, through LPL Financial, is central to the wealth management services we provide individuals and families seeking to accumulate, preserve, and transfer wealth over time.
Financial planning includes retirement income planning, education planning, tax and estate planning strategies, and risk management planning. All are components of a comprehensive wealth management plan designed to work toward multiple financial and lifestyle goals. A plan adaptable to changing lifestyle and financial objectives today, while striving to preserve future wealth.
We hope you enjoy learning more about us, our wealth management process, and the services we provide our clients. And when you’re ready, we are happy to provide a complimentary Financial Analysis to determine how we may help you better pursue your financial objectives today and in the future.
Warm regards,
David
K. David Hemmerly, President
Fidelis Wealth Management Inc.
