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.

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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 – Cars & Cowboys

Beyond Profits: Fidelis Invests in Communities – 5 Stars

Beyond Profits: Fidelis Invests in Communities – Crankers

Beyond Profits: Fidelis Invests in Communities – Hattitude

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 – Cars & Cowboys

Beyond Profits: Fidelis Invests in Communities – 5 Stars

Beyond Profits: Fidelis Invests in Communities – Crankers

Beyond Profits: Fidelis Invests in Communities – Hattitude

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 – Cars & Cowboys

Beyond Profits: Fidelis Invests in Communities – 5 Stars

Beyond Profits: Fidelis Invests in Communities – Crankers

Beyond Profits: Fidelis Invests in Communities – Hattitude

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.