Our approach

Design your masterplan.

As a Fidelity Private Wealth client, you will have a dedicated team that designs a masterplan for your wealth. Using a collaborative approach to understanding your unique situation, they help navigate the complexities that come with ambitious financial goals and wealth preservation.

The value of working with a private wealth team

Big-picture thinking

We work hand-in-hand with you to craft a holistic, integrated wealth plan covering investments, budgeting, efficient tax strategies and more, so that you can execute your grand vision.
Discretionary management

As a Fidelity Private Wealth client, you will have your assets managed by a dedicated investment manager who ensures you have an appropriate mix of investment solutions that align with your specific goals, with consistent monitoring to keep you on track.
Personalized service

We provide each of our clients with a dedicated relationship manager and investment manager whose responsibility is to understand your unique situation, guide you through major life decisions and be there when you need them.
Our comprehensive approach provides a solid foundation for a relationship we can grow and nurture together.
Put the strength of Fidelity to work for you.

Around the corner or around the world, Fidelity’s investment team is constantly searching for opportunities that others may miss. Our renowned global research capability is backed by some of the brightest minds in the business and a suite of investment products that lead through innovation. 

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