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Investment Planning

No two clients are alike

Your investment goals are unlike anyone else’s. Shouldn’t your investment strategies be unique as well? At Fidelis Wealth Management, we take the time to find out about your goals so we can create a strategy that makes sense for you.

We focus on your situation and financial objectives throughout our relationship. It begins with listening to you and taking the time to gain a clear understanding of your needs.

Based on your financial goals, we will propose and implement investment solutions suited to your situation. Periodic reviews allow us to monitor your portfolio and make adjustments to changing conditions.

At Fidelis Wealth Management you have access to comprehensive investments and services designed to pursue a wide array of investment objectives, including:

  • Capital appreciation.
  • Generating income.
  • Managing portfolio or single stock risk.
  • Short-term cash management.
  • Tax management.

We work with you to select the appropriate investment program for you, based on your investment goals and tolerance for risk.

There is no guarantee any investment objective will be met.  Investing involves risk including possible loss of principal.