Fidelity Bank Wealth Management
At Fidelity Bank Wealth Management, our success is not measured by the number of clients we serve, but by the relationships we have built on trust. Each client relationship is supported by the highest level of integrity, trust and accountability: the fiduciary standard. We are committed to serving our client’s best interests, and placing them ahead of our own.
We are dedicated to assisting our clients with custom solutions to accomplish their objectives. We provide guidance and consultation to help clients plan for the future and achieve their goals. We provide expertise in financial planning, investment strategies, trust and estate planning, lending solutions, cash management, and mortgage lending.
Services we offer:
Our team is here to help simplify your financial life. Our skilled private bankers provide personalized attention and a one-on-one consultation for all of your banking needs. We take the time to listen and understand your financial priorities to create a lasting banking and lending relationship. Learn More
We provide a range of trust and estate-planning strategies and asset management for individuals, families and institutional clients. We can help you provide for loved ones through estate planning and maximize your assets through investment management.
- Trust, agency and custodial administration
- Estate and charitable planning
- Investment management services
- Directed trusteeship
Our investments team is dedicated to helping you reach your goals. We get to know you and your objectives, and tailor an investment strategy based on those goals and tolerance for risk. Learn More
While every family is different, many have complicated needs that require a multidisciplinary approach to wealth management. Fidelity Bank’s Family Office has the experience to provide tailored, comprehensive service to you and your family in handling all areas of lifestyle management and financial objectives. Learn More
Each Fidelity Bank Wealth Management client is assigned a dedicated Client Advisor for their unique wealth management needs. They strive to understand a client’s goals, objectives, and expectations by listening and identifying needs, determining priorities, assessing risk tolerance and ultimately providing financial planning to achieve their goals. Learn More
As a community bank, Fidelity Bank has over 45 years of experience taking the time to listen and get to know our clients. Let us know what we can do for you.