Are you experiencing
the need for...
Certainty around the complexity of your financial life
Trusted partners who know your values
Specialists with decades in their chosen fields
We customize solutions
to support you.
Imagine the peace
of mind you feel
when you are...
Imagine the peace of mind you feel when you are...
working with a partner
you trust enough to
advise you on all,
not just some, of your
financial matters
working with a partner
you trust enough to
advise you on all, not just some, of your financial matters
working with a partner
you trust enough to
simplify the financial
complexity in your life
working with a partner
you trust enough to
simplify the financial complexity in your life
working with a partner
you trust enough to
support you
with a team of specialists
who understand you
working with a partner
you trust enough to
support you with a team of specialists who understand you
working with a partner
you trust enough to
give you back what money
can’t buy: Time
working with a partner
you trust enough to
give you back what money can’t buy: Time
- faithful
- loyal
- service
- trust
- legacy
- honesty
WELCOME TO FIDELIS CAPITAL
This is what we offer. We simplify the complex
to give you that peace of mind.
6 CFA® Charterholders
7 Masters Degrees
3 Juris Doctors (J.D.)
2 CFP® Professionals
2 Certified Trust &
Fiduciary Advisors (CTFA)
1 Accredited Investment
Fiduciary® (AIF®)
2 Certified Private Wealth
Advisors® (CPWA®)
1 CPA, non-practicing
October 23, 2024
Q4 Market Outlook Webinar
September 17, 2024
Kiplinger
Choosing a Corporate Trustee: The Pros and Cons
August 28, 2024
Kiplinger
How to Plan Ahead After a Loved One's Dementia Diagnosis
October 23, 2024
Q4 Market Outlook Webinar
Investment Committee members recap last quarter, review key themes impacting market outlook and discuss portfolio positioning for the rest of 2024 in our latest quarterly Market Outlook Webinar.
September 17, 2024
Kiplinger
Choosing a Corporate Trustee: The Pros and Cons
While a corporate trustee has key benefits, some of the disadvantages could be deal-breakers. Wealth Strategist Chris Tate, J.D., reviews why.
August 28, 2024
Kiplinger
How to Plan Ahead After a Loved One's Dementia Diagnosis
As family members age, most questions boil down to one: what needs to be done? Wealth Strategist Doug Rothermich, J.D. highlights financial, medical and safety preparations for Kiplinger.
The expertise to
navigate uncertainty and complexity... and to build a path towards your goals
The team of professionals at Fidelis Capital have come together from different leading private banks, bringing disciplines, skill sets and a collective knowledge to help you navigate changing markets and challenging financial issues, while guiding you through long-range planning. You can rely on the consistency and stability of the Fidelis Capital team that serves you.
The resources to address
all your financial needs... and to understand the values behind your decisions
The Fidelis Capital team surrounds you with the experts needed to handle ALL of your financial matters in order to give back what you cannot buy....time! Each of our specialists gets to know and truly understand you, and prioritizes your values as we help grow, protect and preserve your wealth.
The independence
to honor your best interests... and to place them above those of our firm
At Fidelis Capital, we believe that an advisory firm must be independent to truly perform to the fiduciary standard. To provide what we consider to be "faithful and honorable" service for our clients, we must be free to explore solutions beyond the limits of a single financial institution. Our independence ensures your best interests are always a top priority.
The team continuity
to ensure a personal knowledge of every client... and to grow with you across generations
We recognize that succession planning is critical for clients and our firm. So we surround you with a cross-generational team of skilled and experienced advisors and specialists who will fully understand your goals and values today – and be well positioned to grow with your family and/or a board as well as align with generations well into the future.
Our Services
As a trusted partner, we offer a suite of services, customized to create true opportunities for wealth. We invite you to learn more about our solutions – that revolve around our comprehensive approach to wealth planning and tailored to the clients we serve:
Individuals, Executives &
Stewards of Family Wealth
Business Owners & Entrepreneurs
Are you experiencing
the need for...
Growth through M&A or capital for growth
A transition plan for your exit
A reduction in risk (cyber, debt, stress)
We customize solutions
to support you.
Family Offices & Enterprises
Are you experiencing
the need for...
Expertise to fill gaps in your current staff
A succession plan for your staff — Outsourcing
Consulting from experiened specialized advisors
We customize solutions
to support you.
Institutional & Non-Profit Investors
Are you experiencing
the need for...
Unbiased, alternative investment assessments
Further cyber and liability protection
A cross analysis of your returns in comparison
to other institutions
We customize solutions
to support you.
Are you experiencing
the need for...
Certainty around the complexity of your financial life
Trusted partners who know your values
Specialists with decades in their chosen fields
We customize solutions
to support you.
Are you experiencing
the need for...
Growth through M&A or capital for growth
A transition plan for your exit
A reduction in risk (cyber, debt, stress)
We customize solutions
to support you.
Are you experiencing
the need for...
Expertise to fill gaps in your current staff
A succession plan for your staff — Outsourcing
Consulting from experiened specialized advisors
We customize solutions
to support you.
Are you experiencing
the need for...
Unbiased, alternative investment assessments
Further cyber and liability protection
A cross analysis of your returns in comparison
to other institutions
We customize solutions
to support you.
