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.
WELCOME TO FIDELIS CAPITAL
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
September 17, 2024
Kiplinger
September 11, 2024
Forbes
August 28, 2024
Kiplinger
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 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.
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.
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.
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:
Are you experiencing
the need for...
We customize solutions
to support you.
Are you experiencing
the need for...
We customize solutions
to support you.
Are you experiencing
the need for...
We customize solutions
to support you.
Are you experiencing
the need for...
We customize solutions
to support you.