Wealth Planning

What is Wealth Planning at Fidelis Wealth Management?

It’s a practical planning approach, based on the 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 an understanding of what you would like to achieve financially over time and how, through our comprehensive wealth planning process, we can help. Fidelis wealth planning looks beyond your portfolio. It looks at your life.

We 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 seasoned 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 your financial strategy continues to work toward the goals you’ve set.