Fidelis Wealth Advisors Clients Give Back

Created by: Fidelis Wealth Advisors

During this busy time of year, we tend to be too busy to reflect on all that was accomplished since January. This year, Fidelis not only embraced the spirit of giving back with our work with organizations such as The Aspen Effect, Economic Literacy Development Council and the Castle Rock Crankers, but we also witnessed our clients finding innovative ways to contribute. The result? More than $700,000 in total donations, with greater than $180,000 attributed to donations in kind. Beyond the positive feelings that come with philanthropy, there’s an additional financial benefit – Fidelis clients saved money on taxes due to their generous contributions.

Charitable Giving Breakdown:

The contributions from the Fidelis community didn’t just vanish into thin air. Instead, it contributed to more than 20 different churches and charities, each with a unique mission and a specific group of people to support. This diverse range of beneficiaries highlights the widespread impact that Fidelis and its clients were able to achieve.

Special Thanks to Fidelis Clients:

We at Fidelis would like to extend a heartfelt thank you to each and every client who chose to give back to their community. It’s through their compassion and willingness to make a difference that these significant contributions became possible. Whether through monetary donations or in-kind gifts, every act of generosity has played a role in shaping a brighter future for those in need.

We hope the impact of Fidelis’ community involvement and charitable giving extends far beyond the immediate recipients of the donations. In a year that presented its fair share of challenges, the generosity displayed by Fidelis and its clients stands out as a beacon of hope. The money given back to the community, along with the tax savings for Fidelis clients, demonstrates that combining financial success with a commitment to social responsibility is not only possible but also highly rewarding. As we bid farewell to this year, let’s carry forward the spirit of giving into the future, creating a legacy of compassion, community, and positive change.

Please note by using any of the links provided for your convenience, you will be leaving Fidelis Wealth Advisors website. The hyperlinks are to websites and servers maintained by third parties. We do not control, evaluate, endorse, or guarantee content found in those sites. Your use of such sites is at your own risk.

This blog is general communication being provided for informational purposes only. This information is in no way a solicitation or offer to sell securities or investment advisory services. It is educational in nature and not to be taken as advice or a recommendation for any specific investment product or investment strategy. This does not contain sufficient information to support an investment decision. Any investment or investment strategy mentioned may not be suitable for all investors or in their best interest. Statistical information, quotes, charts, references to articles or any other quoted statement or statements regarding market or other financial information is obtained from sources which we believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. All rights are reserved. No part of this blog including text, graphics, et al, may be reproduced or copied in any format, electronic, print, et al, without written consent from Fidelis Wealth Advisors, LLC. Fidelis Wealth Advisors does not provide legal or tax advice. Please be advised to consult with your investment advisor, attorney or tax professional before making any investment decisions.

Find more ways Fidelis is investing in the community:

Beyond Profits: Fidelis Invests in Communities – Clients Give Back

Beyond Profits: Fidelis Invests in Communities – Focus on Finance Gala

Beyond Profits: Fidelis Invests in Communities – Continuing Education

Beyond Profits: Fidelis Invests in Communities – Fidelis and Douglas County

Beyond Profits: Fidelis Invests in Communities – Cars & Cowboys

Beyond Profits: Fidelis Invests in Communities – 5 Stars

Fidelis Wealth Advisors Celebrates Economic Literacy and Mentorship at the Focus on Finance Gala

Created by: Fidelis Wealth Advisors

On October 19th, Lorie Jones showcased Fidelis Wealth Advisors’ commitment to nurturing the financial expertise of the next generation as she attended the Focus on Finance Gala. This exceptional event was organized by Economic Literacy Colorado, a non-profit organization dedicated to advancing financial literacy programs in schools.

The evening was graced by distinguished guest speakers who included the likes of Ryan Harris, a Super Bowl Champion and acclaimed author, James Haluszcak from NuMoola, Gargi Chaudhuri representing BlackRock, and even a student who is actively participating in Economic Literacy Colorado’s educational initiatives. Notably, the young presenter said she “stuffed her shoes” because they were a little too big and she wanted to look professional. Gargi, from Blackrock later assured her that she didn’t have to wear uncomfortable and ill-fitting heels if she didn’t want to and displayed her comfortable flats. It was nice to see that mentorship and support from someone so senior to an up and coming young lady.

Economic Literacy Colorado’s student-oriented programs encompass the Stock Market Experience and Invest in Girls. The Stock Market Experience empowers students to work collaboratively in teams, investing a virtual $100,000 in both U.S. and international exchanges. Through this real-time simulation, they gain valuable insights into the art of making investments while staying informed about current events. On the other hand, Invest in Girls connects high school girls with seasoned professional women in the finance sector through symposiums and workshops – notably aligning with Lorie’s sweet spot in fostering and nurturing the love of finance in young women. These sessions delve into essential financial topics, such as budgeting, credit card management, taxation, savings, investing, stocks, bonds, mutual funds, and the art of building a diverse investment portfolio.

But the commitment of Economic Literacy Colorado doesn’t end there. They also extend their expertise to educators by providing professional development opportunities. These courses equip teachers with the knowledge and tools they need to pass on crucial financial skills to their students, creating a ripple effect of financial literacy in the classroom.

Fidelis is excited to share that Amy Sherman, the Founder and CEO of Economic Literacy Colorado, is set to be a featured guest on an upcoming episode of “Welcoming Women to the Room,” to promote financial education and empowerment.

Find more ways Fidelis is investing in the community:

Beyond Profits: Fidelis Invests in Communities – Clients Give Back

Beyond Profits: Fidelis Invests in Communities – Focus on Finance Gala

Beyond Profits: Fidelis Invests in Communities – Continuing Education

Beyond Profits: Fidelis Invests in Communities – Fidelis and Douglas County

Beyond Profits: Fidelis Invests in Communities – Cars & Cowboys

Beyond Profits: Fidelis Invests in Communities – 5 Stars

Fidelis Wealth Advisors continues to learn in order to help clients.

Created by: Fidelis Wealth Advisors

Over the past few weeks, both Sam Tenny and Lorie Jones, founders of the Fidelis Wealth Advisors team, have embarked on separate journeys to enhance the quality of service offered to their clients. While it might sound like they were off enjoying a well-deserved vacation, their purpose was far more dedicated. Sam attended the renowned Future Proof conference, while Lorie was equally immersed in her quest for knowledge, participating in both the American Funds Symposium and Wealth@Work Conference.

These opportunities, although held in picturesque settings that could easily double as vacation destinations, served a distinct purpose: equipping Sam and Lorie with the most up-to-date insights, strategies, and resources to enhance the Fidelis Wealth Advisors’ client experience. In a world where the financial landscape is ever-evolving, staying ahead of the curve is not just a commitment but a necessity.

In attending FutureProof, Sam delved deep into the intricacies of the investment world looking for innovative ways to grow Fidelis Wealth Advisors. This conference, a renowned gathering of industry leaders and visionaries, provided a wealth of knowledge on market trends, asset management, and financial planning. Sam’s presence at this event reaffirmed Fidelis Wealth Advisors’ commitment to remain at the forefront of investment strategies, benefiting their clients with the latest, most informed decisions.

Simultaneously, Lorie explored the multifaceted nature of wealth management by participating in both the American Funds Symposium and Wealth@Work Conference. The former delved into the finer details of investment, reiterating Fidelis Wealth Advisors’ pledge to offer comprehensive, end-to-end solutions to their clients. At Wealth@Work, Lorie delved deep into the dynamic realm of financial literacy, an experience that further fueled her commitment to educating more women about the advantages of a holistic approach to wealth management.

These opportunities have brought new horizons and an abundance of resources to the Fidelis Wealth team, and we are excited to share the knowledge and insights gleaned from these conferences. As we continue to evolve and adapt to the ever-changing financial landscape, we remain committed to providing our clients with exceptional and personalized services.

Stay tuned for exciting insights from Sam and Lorie’s experiences as they shape Fidelis Wealth Advisors’ innovative approach to wealth management in our upcoming educational blog series. Our unwavering commitment to excellence is dedicated to helping you achieve your financial goals, making your financial future our top priority.

Find more ways Fidelis is investing in the community:

Beyond Profits: Fidelis Invests in Communities – Clients Give Back

Beyond Profits: Fidelis Invests in Communities – Focus on Finance Gala

Beyond Profits: Fidelis Invests in Communities – Continuing Education

Beyond Profits: Fidelis Invests in Communities – Fidelis and Douglas County

Beyond Profits: Fidelis Invests in Communities – Cars & Cowboys

Beyond Profits: Fidelis Invests in Communities – 5 Stars

Fidelis Wealth Advisors take an active approach to supporting Douglas County

Created by: Fidelis Wealth Advisors

When it comes to wealth management, Fidelis takes a dynamic approach by investing in a wide array of assets that go beyond the realm of traditional stocks and bonds. Similar to diversifying our investment portfolio in management, we actively participate in various community programs.

At Fidelis Wealth Advisors, we’re not just about numbers and financial portfolios; we’re deeply committed to the communities we operate in. We demonstrate this unwavering commitment through various events and programs that make a meaningful impact on Douglas County.

Douglas County Heroes Gala

The inaugural Douglas County Community Foundation Heroes Gala was a memorable evening held at Chatfield Farms Botanical Gardens. The gala aimed to raise awareness and express gratitude to Douglas County’s first responders, Armed Forces members, veterans, and the nonprofits that support them.

The event featured a heartwarming program and presented awards to recognize the exceptional service these heroes provide to our community. Fidelis Wealth Advisors was honored to be part of this event, showing our deep appreciation for those who protect and serve our community.

Castle Rock Chamber Golf Tournament

We’re also active participants in community fundraisers, such as the annual Drive FORE DCCF golf tournament. This event, which benefits the Douglas County Community Foundation (DCCF), brings our community together to support a great cause. In a recent tournament, Fidelis Wealth proudly sponsored a hole, represented by our very own Sam Tenney, CFP®, AIF®.

Not only did the fantastic weather bring smiles to participants’ faces, but it also brought out Sam’s competitive spirit on his favorite hole of the day. Sam’s participation exemplified our commitment to the Douglas County Community Foundation.

Leadership Douglas County (LDC) Program

One of our proudest initiatives is our sponsorship of the Leadership Douglas County (LDC) program, in collaboration with the Castle Rock Chamber. LDC serves as a platform for emerging leaders and dedicated volunteers to delve into a diverse range of topics, from public safety and open spaces to economic development and social services.

The LDC program goes beyond imparting knowledge and skills; it fosters camaraderie and unity through immersive team-building activities. At Fidelis, we’re genuinely thrilled to support LDC’s mission of inspiring participants and strengthening the Douglas County community.

At Fidelis Wealth Advisors, our commitment extends far beyond the world of stocks and bonds. We embrace diversification in our investment strategies, and we actively participate in events and programs that contribute positively to the communities we serve. Our dedication to making a lasting impact in Douglas County is a testament to our core values and our passion for creating a brighter financial future for all.

Find more ways Fidelis is investing in the community:

Beyond Profits: Fidelis Invests in Communities – Clients Give Back

Beyond Profits: Fidelis Invests in Communities – Focus on Finance Gala

Beyond Profits: Fidelis Invests in Communities – Continuing Education

Beyond Profits: Fidelis Invests in Communities – Fidelis and Douglas County

Beyond Profits: Fidelis Invests in Communities – Cars & Cowboys

Beyond Profits: Fidelis Invests in Communities – 5 Stars

Fidelis partners with The Aspen Effect to invest in Denver youth’s future.

Created by: Fidelis Wealth Advisors

On September 9th, Fidelis Wealth Advisers had the privilege of standing alongside The Aspen Effect as a proud sponsor of their Cars & Cowboys Fundraiser. Not only did Fidelis support the event financially, but we also actively participated as attendees, immersing ourselves in the event to raise funds in support of Colorado’s youth.

Fidelis has pledged to sponsor a new program at the Aspen Effect for the next two years. The Teen Service Crew (TSC) will provide high schoolers with the unique monthly opportunity to earn required volunteer service hours, and to connect with different Douglas County organizations, and to learn life skills (including personal finance education provided by Fidelis). This opportunity will offer teenagers a pre-planned experience that will include service, leadership, learning and lunch.

The Aspen Effect, with its heartfelt mission, supports children in Colorado as the mental illness crisis grows. In a world where youth face mounting expectations, increasing social disconnection, and growing confusion, The Aspen Effect disrupts the crisis through a distinctive approach involving hard work outside with large animals. By forging partnerships with parents and guardians, this remarkable nonprofit organization seeks to empower children to reimagine themselves in positive ways, thanks to the presence of a caring adult mentor, captivating animal experiences, and a strength-centered approach.

The Cars & Cowboys Fundraiser event was nothing short of spectacular. Set against the backdrop of a full-scale replica of a 1950s gas station and diner, it exuded an authentic vintage charm. Attendees were also treated to the elegance of a beautifully restored barn, which served as the venue for the dinner and auction. As if that weren’t enough, an extraordinary collection of vintage cars added a touch of nostalgia and class to the event.

We at Fidelis couldn’t be prouder to align ourselves with The Aspen Effect’s cause. Relating the strength of the Aspen tree to the hidden strength each child processes, the organization empowers children every day. We believe in the power of supporting our youth, especially those facing mental health challenges, and we look forward to continuing to invest in Colorado’s youth. With such partnerships, we can make a lasting impact and provide hope and resilience to the children who need it most.

Find more ways Fidelis is investing in the community:

Beyond Profits: Fidelis Invests in Communities – Clients Give Back

Beyond Profits: Fidelis Invests in Communities – Focus on Finance Gala

Beyond Profits: Fidelis Invests in Communities – Continuing Education

Beyond Profits: Fidelis Invests in Communities – Fidelis and Douglas County

Beyond Profits: Fidelis Invests in Communities – Cars & Cowboys

Beyond Profits: Fidelis Invests in Communities – 5 Stars

Sam Tenney and Lorie Jones have been honored as 5 Star Wealth Managers for the year 2023.

Created by: Fidelis Wealth Advisors

Notably, Sam, the founder of Fidelis Wealth Advisors, has earned the esteemed title of Five Star Wealth Manager for the 9th year, further exemplifying his unwavering commitment to excellence in the field.

This recognition emphasizes their dedication to delivering high-quality services to their clients. The award, which spans across over 45 markets in North America, is granted exclusively upon individuals who meet a rigorous set of 10 criteria elements following comprehensive research conducted by Five Star Professional.

Sam Tenney, CFP®, AIF®

Lorie Jones, MBA, CFP®

Eligibility Criteria – Required

Credentialed as an investment adviser representative or a registered investment adviser.
Actively employed as a registered investment adviser representative or as a principal of a registered investment adviser firm for a minimum of five years.
Favorable regulatory and complaint history review.
Fulfilled their firm review based on internal firm standards.
Accepting new clients

Evaluation Criteria – Considered

One-year client retention rate.
Five-year client retention rate.
Non-institutional discretionary and/or nondiscretionary client assets administered.
Number of client households served.
Education and professional designations.

Join us in congratulating Sam and Lorie as they demonstrate Fidelis Wealth Advisors’ unwavering commitment to excellence while reinforcing their leading position in the wealth management industry.

Find more ways Fidelis is investing in the community:

Beyond Profits: Fidelis Invests in Communities – Clients Give Back

Beyond Profits: Fidelis Invests in Communities – Focus on Finance Gala

Beyond Profits: Fidelis Invests in Communities – Continuing Education

Beyond Profits: Fidelis Invests in Communities – Fidelis and Douglas County

Beyond Profits: Fidelis Invests in Communities – Cars & Cowboys

Beyond Profits: Fidelis Invests in Communities – 5 Stars

Stepping outside the world of stocks and investments, Fidelis Wealth Advisors turned its attention towards fostering the potential of our community’s youth.

Created by: Fidelis Wealth Advisors

Fidelis is investing in the Castle Rock Crankers, a high school mountain biking team, with a three-year sponsorship that will assist the team financially but more importantly build team members’ financial literacy and teach healthy financial habits. The partnership aims to foster confidence, skills, and personal growth on and off the trails in the participants of this organization.

Empowering Partnership:

When a Cranker opens a savings or investment account (or use an existing account), Fidelis will commit to matching every dollar contributed up to $2,000 each year for the next three years. These matching funds will be used to cover the cost of a new trailer to transport all necessary equipment to race venues across Colorado. Each youth Cranker can earn money and contribute to their own account. Instead of fundraising for the team, participants are investing in themselves, saving for their future.

Beyond offering monetary support, Fidelis will provide the team with financial education covering topics such as savings, investing, debt management, and wealth building strategies.

Building Confidence on the Trails:

With nearly 30 members dedicating themselves to the challenging world of mountain biking, the Castle Rock Crankers program serves as a platform for the teens to explore their potential and build self-assurance. Through rigorous training and competitions, the team members learn the value of hard work, fostering the belief that dedication leads to success, one rider at a time!

Drawing Parallels between Finance and Mountain Biking:

The Crankers understand the importance of safety, while Fidelis stresses the significance of financial education for a sense of security. Just as proper bike maintenance supports peak performance, we believe regular financial check-ups and wise investment choices can lead to a harmonious financial journey. Fidelis guides clients to make informed decisions about their finances, akin to selecting appropriate biking trails that match their skill level.

Fidelis Wealth Advisors’ commitment to the Castle Rock Crankers exemplifies our dedication to empowering the community’s youth. By providing financial support, education, and mentoring, Fidelis seeks to equip young mountain bikers with essential skills and knowledge for success. Through this initiative, Fidelis desires to nurture the passion for mountain biking while empowering the young riders to navigate their financial journey with confidence, hoping to set them on a path toward a prosperous future.

Fidelis means loyal and faithful. We are loyal to people and loyal to following informed principles. We are passionate in our loyalty to our clients, listening to them, seeking to understand their agenda. We strive to remove as many conflicts of interest of our own as we can so we can align ourselves with our client’s agenda. Our company tagline is “Investing in You” or as it relates to the Castle Rock Crankers, we are “Investing in YouTH” and seeking to make a difference one rider at a time!

Find more ways Fidelis is investing in the community:

Beyond Profits: Fidelis Invests in Communities – Clients Give Back

Beyond Profits: Fidelis Invests in Communities – Focus on Finance Gala

Beyond Profits: Fidelis Invests in Communities – Continuing Education

Beyond Profits: Fidelis Invests in Communities – Fidelis and Douglas County

Beyond Profits: Fidelis Invests in Communities – Cars & Cowboys

Beyond Profits: Fidelis Invests in Communities – 5 Stars

Fidelis Wealth Advisors attended the highly anticipated Women with Hattitude benefit, making a stylish statement. The Denver Center for the Performing Arts event raises funds to support the contributions of women in the realm of American theatre.

Created by: Fidelis Wealth Advisors

Aligned with Fidelis’ own Lorie Jones’ Welcoming Women to
the Room series, the objective is to enhance women’s involvement in
workspaces they typically do not frequent.

In a delightful display of sartorial elegance and artistic
expression, Lorie and Skye, the dynamic duo, represented Fidelis by donning their favorite hats. Both ladies enjoyed the special performance by Sheryl McCallum, who is currently starring in Miss Rhythm – The Legend of Ruth Brown, as well as the parade of hats worn by all women in attendance.

“Meeting numerous intelligent and resourceful women who demonstrate the ability to achieve anything they set their minds to was truly wonderful,” Lorie expressed her enthusiasm, stating. “I am grateful for the incredible and inspiring women who have supported me throughout my journey, and I hope that these events can encourage and assist the next generation in succeeding beyond our wildest dreams.”

Lorie and Skye solidified Fidelis’ position as staunch advocates for the empowerment and recognition of women in the workforce including the performing arts community. At the post luncheon auction, Lorie presented her speaking series Welcoming Women to the Room and its efforts to inspire women to explore professional endeavors in finance and other fields normally dominated by men.

“Seeing and meeting so many successful and incredible women from all backgrounds supporting each other professionally and personally, inspires me to exceed my own expectations,” said Skye. “Lorie’s speech left a strong impression on me and others in the room. Her message ignited a sense of empowerment that women can accomplish anything.”

Their participation in this annual occasion not only showcased their innate sense of style and fashion sensibilities but also emphasized Fidelis’ steadfast commitment to supporting the arts and championing the impactful endeavors of women in this vibrant and vital sector of society.