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While a solid investment strategy is the cornerstone of any well-built wealth management plan, it doesn’t solve for every financial need. Fidelity Bank’s advisors take a more holistic approach to meet the complex needs of our clients. Whether your goal is to grow your wealth, safeguard your earnings, protect your legacy or something in between, our Wealth Management bankers will craft a strategic plan that makes sense for you. We believe in serving as your true financial partner and are here to help you along every step of your financial journey.
When you are looking for guidance and advice, our advisors are here with an investment process that is principled, understandable, and supported by relevant data. We take the time to get to know you and your goals. By building this relationship, we create a clear and confident investment plan to help preserve and grow wealth. Each banker strives to provide both short-term and long-term investment advice, services and solutions, whatever your risk tolerance.
It’s important that you invest in a way that works for you no matter your goals and objectives. Knowledge is power. It’s also the foundation for intelligent, well-considered decisions. With an understanding of factors like your risk tolerance, timelines, and goals, we can work diligently to develop an investment plan that’s best for you. While today’s economic environment brings challenges, it also brings opportunities. We work closely with our clients to evaluate all options and position our clients for investment success well into the future.
Understanding how to help you plan for your financial future is what our trusted advisors do best. Our team is experienced in acting as a trustee and administering trust funds, providing estate and financial planning support, and acting as executor of estates. We take time to evaluate all options when involved in settling estates, establishing guardianships, and administering trusts.
Recognizing that the affluent client often has more complex wealth management considerations, Fidelity Bank offers Private Banking as part of its Wealth Management services. With access to the bank’s full range of products, services, and expertise, we partner with you to create an all-inclusive solution to your banking needs.
Our Fidelity Bank Wealth Management advisors deliver a holistic investment office solution catered to nonprofits, endowments, private foundations, and institutions. Drawing on our combined administrative and investment experience, we bring valuable benefits to our clients.
To find out how Fidelity Bank Wealth Management can help you achieve your goals, please call us at 1-800-388-4380 or fill out this short form so we can get in touch with you. By completing this form, you are authorizing us to contact you (via email and/or phone) to answer your questions and provide information about Fidelity Bank Wealth Management products and services.
*Not FDIC Insured | May Lose Value | Not Bank Guaranteed | Not a Bank Deposit | Not Guaranteed by Any Government Agency