Through Fidelity^® Wealth Services

Fidelity^® Advisory Services Team

Collaborate with your team of advisors,¹ by phone or video, on a financial plan that’s focused on what’s important to you.

A team of advisors who get to know you and your portfolio, providing you with continuity of care.

A roadmap designed around your personal goals.

Strategies that look for ways to reduce taxes, which could allow more of your money to stay invested.

An investment strategy tailored to you

It all starts with a conversation so that we can understand what matters to you.

Here's how we'll work together:

Help build an investment strategy that considers your priorities, comfort with risk, and financial accounts, even the ones we don't manage.
Manage your portfolio to your short- or long-term goals, like retirement, a new home, or emergency fund.
Connect when you need us, by phone or video, to help keep your plan on track.

We work to help reduce what you pay in taxes, so your money can stay invested with a chance to grow.

Here's how we can do this:

We’ll work to use losses in your account to offset gains, which may reduce what you owe in taxes.
When you withdraw money, we’ll consider strategies that could reduce the tax impact, which which could help your savings last longer.
Throughout the year, we’ll look for opportunities to apply our tax-smart strategies in an effort to potentially enhance your after-tax returns.