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

2 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

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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 customize solutions
to support you.

Business Owners & Entrepreneurs

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...

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

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...

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

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...

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.

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 customize solutions
to support you.

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...

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.

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...

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.

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...

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.

Washington DC Team

Fidelis Capital Welcomes
Washington D.C. Partners

Fixed Income Team

Fidelis Capital Welcomes
Greenwich Partner

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