We put your interests first to give you peace of mind that lasts.
With Transparency, the Path
to Financial Success Becomes Clear.
Unlike a lot of financial advisors, Fidelis Wealth Advisors is truly independent. We aren’t required to offer or sell internal products to our clients. That means there are no quotas to meet. No behind the scenes agendas to follow. And no pushing of products you don’t want or need.
Our goal is to build a lifelong relationship with you as your most trusted advisor and advocate. We want to know what’s right and true for you. In a world with so many competing agendas, we provide context and perspective to information. This helps you make informed choices on financial solutions that provide true peace of mind.
Working with clients, we’ve given advice. Withheld judgment. Offered easy solutions. And provided tough love. Through it all, we’ve helped hundreds of clients:
- Save for retirement
- Convert savings into income
- Maximize social security benefits
- Coordinate with tax advisors and attorneys
- Transition assets from one generation to the next
GET A FREE, NO-OBLIGATION FINANCIAL CONSULTATION.
Building a Plan That Builds Your Wealth.
Investment management by Fidelis Wealth Advisors is a function of your overall financial plan. It’s important that we’re on the same page with what’s needed to achieve your overall goals. Then we determine your risk tolerance and see how it fits within the overall plan. After these steps are complete and reconciled, we’ll recommend an investment allocation that takes your tax situation into account and may include:
- Real assets
- Alternative investments
To determine the appropriate investment mix for each of our clients, our investment committee meets regularly. The mix may include exchange traded funds (ETFs), index mutual funds, actively managed mutual funds, separately managed accounts, or individual securities. In recommending the mix, Fidelis Wealth Advisors looks at factors such as fundamental analysis, asset-class and sector investment trend analysis, and economic, geopolitical, currency, international and domestic trends.
Factors determining the selection of individual holdings within an account may include:
- Tax efficiency
- Custodian availability
- Passive (ETF)
- Market Cap Weighted
- Equal Weighted
- Active (Mutual Fund or SMA)
- Mutual Fund or SMA Management
- Managers invest their own money in the same investments as you.
- Business model (sustainability)
- Historical track record of success