Learn how our Wealth Management team helps people, businesses and institutions build, preserve and manage wealth to help pursue their financial goals.

A personalized approach to wealth management that starts with your goals and includes key aspects of your financial life. A wealth management strategy with advice and investment guidance that adapts to life changes. A dedicated advisor backed by an experienced team.

Aug 23, 2024 · Wealth management is an investment advisory service that uses financial services to address the needs of affluent clients. Using a consultative process, the advisor gleans information about...

Feb 7, 2025 · Expert Advice for Growing, Protecting and Transferring Wealth.

Jun 14, 2023 · A wealth advisor—or wealth manager—is a licensed financial advisor who helps high-net-worth individuals (HNWIs) and families manage their financial wealth.

Jun 13, 2023 · Wealth management is the process of reviewing and making decisions about your wealth so you can achieve your financial goals.

Fidelity Investments offers Financial Planning and Advice, Retirement Plans, Wealth Management Services, Trading and Brokerage services, and a wide range of investment products including Mutual Funds, ETFs, Fixed income Bonds and CDs and much more.

Jan 28, 2025 · Wealth management is a holistic service that focuses on helping mid- to high-net-worth clients grow their money, manage their liability exposure and devise strategies to pass their wealth on...

As a Fidelity ® Wealth Management client, you'll have access to an advisor who can help you plan, invest, and tackle important financial decisions as your life evolves. It all starts with a conversation. Already working 1–on–1 with us?

Your Fidelity advisor can create a wealth plan focused on you, and then work together to grow and protect your wealth. Get started with Fidelity Wealth Management.