
Fidelis Family Highlight: An Update from Sam regarding Paul 🌟
Fidelis Family Highlight: An Update from Sam regarding Paul 🌟 I wanted to share some thoughts about our journey with my son (stepson) Paul. Jamie
August 2025 – Fidelis Newsletter
Back to School? Back to Saving for the Future! As we were brainstorming a theme for our August newsletter, one thing came to mind: Back
Let’s Meet the Crew
Introducing the Fidelis Monthly Newsletter—Built With You in Mind. We know life moves fast, and financial decisions matter. That’s why we’re bringing you a
Cybercrime Awareness Bulletin
Travis Wall, CPA Investment Advisor Representative Most people understand asset values will rise and fall with the financial markets. That is expected, and we do

New Year & New Themes
Created by: Fidelis Wealth Advisors With the turn of the new year, we naturally shift our focus to the next 12 months to see what

Welcoming Women to the Room – Amy Sherman
https://youtu.be/OjNdxAy993M Get involved with Economic Literacy Colorado Today Find useful tools to improve your professional development? Continue watching our Welcoming Women to the Room series: