We listen to you carefully to gain a deep understanding of the issues your family is facing. There may be a need for in-depth estate planning and wealth transfer plans as well as daily management of your affairs. Whether you need business succession planning, investment management, or trust administration, we are here to help.
Full Service Approach
- Let us create a comprehensive, custom plan to preserve your wealth and continue your legacy
- Create strategies that involve all members of the family, for generations to come
- Help you change your plans along with the needs of your family
- Investment management
- Consolidated investment reporting
- Financial planning
- Estate planning
- Tax planning
- Risk management
- Business management
- Private banking
- Bill payment and recordkeeping
- Insurance coordination
- Family partnership administration
- Real estate management
We do not provide legal or tax advice. Please consult your legal or tax advisor in regards to your own situation.
Financial products made available or recommended by Fidelity Bank that are not bank deposits are not insured by the FDIC; are not a deposit or other obligation of, or guaranteed by, Fidelity Bank; and are subject to investment risks, including possible loss of the principal amount invested.