Expand what's possible with Fidelity Wealth Advisor Solutions®
Our Wealth Advisor Solutions program connects you to third-party independent investment advisory firms specializing in unique investment and financial planning solutions, allowing you to pursue additional opportunities while maintaining your relationship with your Fidelity advisor.
We can help you take the first step.
A complement to our wealth management offering
Once you and your Fidelity advisor identify how an independent investment advisory firm could meet your unique needs, we'll refer you to two or more firms in our network for your selection. Introductory meetings come with no fees, and no obligations.
- While working with your independent investment advisory firm, your Fidelity team can continue to provide planning and investing guidance for any assets we're managing for you.
- Assets managed by your independent investment advisory firm can remain at Fidelity, allowing you to view your full portfolio on Fidelity.com.
- Your Fidelity advisor can have visibility into your holdings to help provide guidance around your financial plan.
Ways Fidelity Wealth Advisor Solutions can help
The independent investment advisory firms participating in the Wealth Advisor Solutions® program are positioned to deliver a range of specialized services, helping you access additional options to meet your evolving needs. Here are some sample investment and financial planning solutions.
- Expanded access to private markets, hedge funds, and structured products
- Solutions to help manage the risks associated with concentrated positions
- Options strategies that may use hedging and leverage designed to manage investment outcomes
- Customized income strategies, using dividends or fixed income
- Tactical investment approaches that seek to capitalize on unique market opportunities
- Tax-planning solutions, such as Roth conversions, tax forecasting, and tax-efficient investment withdrawal strategies, in addition to tax preparation
- Estate planning document drafting that can help you create a legacy for your loved ones
- Solutions for business owners, including succession planning, risk analysis, and cash deferral plans
- Cross-border planning services designed to help U.S. citizens manage international complexity
How to begin the referral process
Referrals to participating firms can be facilitated through Fidelity advisors. If you're already working with a dedicated Fidelity advisor through our Wealth Management offering, schedule an appointment and we can help you get started.
Don't have a Fidelity advisor?
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