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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

This is what we offer. We simplify the complex to give you that peace of mind.

Welcome to Fidelis Capital

Latest Insights

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

when you are experiencing an need for certainty around the complexity of your financial life, trusted partners who know your values, specialists with decades in their chosen fields we can support you with an expansive set of solutions including but not limited to wealth planning, business transition advisory services, investment management, fiduciary banking, tax planning, and personal risk management

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 have the customized solutions to support you

  • Wealth Planning
  • Investment Management
  • Fiduciary Banking
  • Tax Planning
  • Personal Risk Management
  • Business Transition Advisory
Additional Services

Business Owners & Entrepreneurs

when your business is experiencing a need for growth through M and A or capital for growth, a transition plan for your exit, a reduction in risk, cyber, debt, stress. We can support you with an expansive set of solutions including, but not limited to wealth planning, fiduciary banking, investment management, business transition planning, tax planning, and business risk management

When your business is experiencing a need for…

Growth through M&A or capital for growth

A transition plan for your exit

A reduction in risk (cyber, debt, stress)

We can support you with an expansive set of solutions including, but not limited to

  • Wealth Planning
  • Investment Management
  • Tax Planning
  • Business Risk Management
  • Business Transition Planning
  • Fiduciary Banking
Additional Services

Family Offices & Enterprises

When your family office is experiencing a need for expertise to fill gaps in your current staff, a succession plan for your staff, outsourcing consulting from experienced specialized advisors. We can support you with an expansive set of solutions including, but not limited to investment management enterprise risk management, specialty asset management opportunities, business transition advisory services, wealth planning, and fiduciary banking

When your family office is experiencing a need for...

Expertise to fill gaps in your current staff

A succession plan for your staff—Outsourcing

Consulting from advisors who have decades or experience working with families like yours

We can support you with an expansive set of solutions, including, but not limited to

  • Investment Management
  • Specialty Asset Management Opportunities
  • Wealth Planning
  • Fiduciary Banking
  • Business Transition Advisory Services
  • Enterprise Risk Management
Additional Services

Institutional & Non-Profit Investors

When you are experiencing a need for unbiased, alterative investment opportunities assessments, further cyber and liability protection, a cross analysis of your returns in comparison to other institutions. We can support you with an expansive set of solutions including, but not limited to investment management, entity risk management, tax planning, wealth planning for donors, fiduciary banking, and specialty asset management opportunities

When you’re experiencing a need for..

Unbiased, Alternative investment opportunities assessments

Further cyber and liability protection

A cross analysis of your returns in comparison to other institutions

we can support you with an array of solutions, including, but not limited to

  • Investment Management
  • Tax Planning
  • Fiduciary Banking
  • Specialty Asset Management Opportunities
  • Wealth Planning for Donors
  • Entity Risk Management
Additional Services

Individuals, Executives &
Stewards of Family Wealth

Business Owners & Entrepreneurs

Family Offices & Enterprises

Institutional & Non-Profit Investors

when you are experiencing an need for certainty around the complexity of your financial life, trusted partners who know your values, specialists with decades in their chosen fields we can support you with an expansive set of solutions including but not limited to wealth planning, business transition advisory services, investment management, fiduciary banking, tax planning, and personal risk management
when your business is experiencing a need for growth through M and A or capital for growth, a transition plan for your exit, a reduction in risk, cyber, debt, stress. We can support you with an expansive set of solutions including, but not limited to wealth planning, fiduciary banking, investment management, business transition planning, tax planning, and business risk management
When your family office is experiencing a need for expertise to fill gaps in your current staff, a succession plan for your staff, outsourcing consulting from experienced specialized advisors. We can support you with an expansive set of solutions including, but not limited to investment management enterprise risk management, specialty asset management opportunities, business transition advisory services, wealth planning, and fiduciary banking
When you are experiencing a need for unbiased, alterative investment opportunities assessments, further cyber and liability protection, a cross analysis of your returns in comparison to other institutions. We can support you with an expansive set of solutions including, but not limited to investment management, entity risk management, tax planning, wealth planning for donors, fiduciary banking, and specialty asset management opportunities
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08.15.2022 | In the news

Barron's: Advisors With $6 Billion Exit Wells, BofA to Open Independent Wealth Firm

article image

It’s an unusual combined effort by former rivals to create a new firm catering to ultrawealthy clients.

 article button
article image

08.15.2022 | In the news

PR Newswire: Fidelis Capital Launched by Private Banking Executives formerly with Wells Fargo and Bank of America

article image

The new wealth management firm, created by former rivals, whose members previously managed $6 billion in client assets, will offer an improved private banking experience, provided by teams of highly experienced specialists.

 article button
article image

08.15.2022 | In the news

WealthManagement.com: Two Teams From Rival Private Banks Overseeing $6B Launch RIA

article image

Two teams of advisors from Wells Fargo Private Bank and Bank of America Private Bank have come together to create a new registered investment advisory firm, Fidelis Capital. The Tampa, Fla. and Dallas-based teams previously managed a total of $6 billion in assets for a little under 200 high-net-worth and ultra-high-net-worth families.

 article button
article image

08.15.2022 | In the news

Barron's: Advisors With $6 Billion Exit Wells, BofA to Open Independent Wealth Firm

It’s an unusual combined effort by former rivals to create a new firm catering to ultrawealthy clients.

 article image

08.15.2022 | In the news

PR Newswire: Fidelis Capital Launched by Private Banking Executives formerly with Wells Fargo and Bank of America

The new wealth management firm, created by former rivals, whose members previously managed $6 billion in client assets, will offer an improved private banking experience, provided by teams of highly experienced specialists.

 article image

08.15.2022 | In the news

WealthManagement.com: Two Teams From Rival Private Banks Overseeing $6B Launch RIA

Two teams of advisors from Wells Fargo Private Bank and Bank of America Private Bank have come together to create a new registered investment advisory firm, Fidelis Capital. The Tampa, Fla. and Dallas-based teams previously managed a total of $6 billion in assets for a little under 200 high-net-worth and ultra-high-net-worth families.
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We invite you to contact
Fidelis Capital today

to learn how our team-based approach can provide the gift of time – along with the confidence and peace of mind knowing your financial well-being is being thoughtfully cared for and effectively managed.

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