Personalized investment management1
The accounts we manage for you can be customized around your unique preferences and comfort with risk, helping you pursue your wealth's full potential on your terms.
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Investing in you starts with a relationship with us
Collaborate with a team of advisors by phone or video
The Fidelity® Advisory Services Team will work with you to build an investment strategy aligned with your goals, supported by annual reviews designed to keep your plan on track.
Minimum investment: $50,000
Partner with a dedicated advisor
Your advisor will work with you on an ongoing basis as part of our Wealth Management offering, providing planning for your full financial picture and investment recommendations designed to help you reach your goals.
General eligibility: $500,000

Fidelity advisor spotlight
Entering into a managed relationship for the first time can be a big step for people. I like to go over the value of professional money management and how that can have a positive impact on their day-to-day lives.
Tina Wang
Vice President, Financial Consultant
How our team can build your portfolio
After we work with you to build a mix of asset classes appropriate for your comfort with risk, you can choose from numerous other options, including sustainable investing, index funds, or a defensive approach.
Our team closely monitors both the markets and the economy, searching for opportunities to better position you to reach your goals.
Each decision we make is grounded in our disciplined approach, which has helped us deliver stable, long-term results for clients over the past 30 years.
Investing in you starts with a relationship with us
Collaborate with a team of advisors by phone or video
The Fidelity® Advisory Services Team will work with you to build an investment strategy aligned with your goals, supported by annual reviews designed to keep your plan on track.
Minimum investment: $50,000
Partner with a dedicated advisor
Your advisor will work with you on an ongoing basis as part of our Wealth Management offering, providing planning for your full financial picture and investment recommendations designed to help you reach your goals.
General eligibility: $500,000

Fidelity advisor spotlight
Ongoing conversations help clients stay committed to the plan. I've found that the more a client’s portfolio reflects their priorities, the more likely they are to stay invested, which we believe is a critical part of long-term success.
Todd Williams
Financial Consultant
Investing in you starts with a relationship with us
Collaborate with a team of advisors by phone or video
The Fidelity® Advisory Services Team will work with you to build an investment strategy aligned with your goals, supported by annual reviews designed to keep your plan on track.
Minimum investment: $50,000
Partner with a dedicated advisor
Your advisor will work with you on an ongoing basis as part of our Wealth Management offering, providing planning for your full financial picture and investment recommendations designed to help you reach your goals.
General eligibility: $500,000

Fidelity advisor spotlight
Where some people look for ways to harvest tax losses at year end, our investment team is continually watching every position as part of our ongoing effort to create more tax-efficient portfolios for our clients that can help them keep more of what they earn.
Peter McMahon
Vice President, Financial Consultant
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