The team of professionals at Fidelis 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 team that serves you.
The Fidelis 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, 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:
Individuals, Executives &
Stewards of Family Wealth
When your business is experiencing a need for…
We can support you with an expansive set of solutions including, but not limited to
Business Owners & Entrepreneurs
When your family office is experiencing a need for...
We can support you with an expansive set of solutions, including, but not limited to
Family Offices & Enterprises
When your family office is experiencing a need for...
We can support you with an expansive set of solutions, including, but not limited to
Institutional & Non-Profit Investors
When you’re experiencing a need for..
we can support you with an array of solutions, including, but not limited to
Individuals, Executives &
Stewards of Family Wealth
Business Owners & Entrepreneurs
Family Offices & Enterprises
Institutional & Non-Profit Investors
08.15.2022 | In the news
08.15.2022 | In the news
08.15.2022 | In the news
08.15.2022 | In the news
It’s an unusual combined effort by former rivals to create a new firm catering to ultrawealthy clients.
08.15.2022 | In the news
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.
08.15.2022 | In the news
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.
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.
