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
03.27.2024 | News
Forbes
Why Municipal Bond Investors Should Proceed With Caution
03.25.2024 | Podcast
Specialty Asset Management: Timber
03.04.2024 | News
Kiplinger
The Clock Is Ticking on Tax Cuts: Act Now to Avoid Missing Out
03.27.2024 | News
Forbes
Why Municipal Bond Investors Should Proceed With Caution
With the increased demand for fixed-income securities, Head of Fixed Income Chris Gunster breaks down what investors should look at to make the best of current market opportunities.
03.25.2024 | Podcast
Specialty Asset Management: Timber
In our latest podcast episode, learn more about timber investments from the CEO of one of our partners, Domain Timber Advisors.
03.04.2024 | News
Kiplinger
The Clock Is Ticking on Tax Cuts: Act Now to Avoid Missing Out
Wealth Strategist Chris Tate breaks down why it’s important to initiate conversations today around estate and gift tax exemptions that are due to sunset at the end of 2025.
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.
