Investing for you and your family’s future can be challenging. Fortunately, you don’t have to face it alone. When you’re enrolled in Fidelity® Wealth Services, you get a diversified strategy built and managed around you and your goals, helping you feel confident in the way forward.
Already have a dedicated Fidelity advisor?
Schedule an appointment
Investing starts with you
Every investment strategy we recommend starts with one critical element—you. Your goals. Your comfort with risk. Your long-term vision. The people who matter to you. Even assets you may have at other firms. The goal is to create a comprehensive approach designed to support the financial plan you and your Fidelity advisor have built.
Starting with an understanding of your full financial picture we leverage the collective talents of our multi-disciplinary team, using our deep research and personalized trading capabilities, along with our disciplined investment process, to build a multi-asset class investment strategy that’s more personalized than traditional, off-the-shelf products.
Investing in you starts with a relationship with us
As part of your first conversation with a Fidelity advisor, here's some of what you'll discuss.
The reasons you’re investing and when you think you'll need the money.
The amount of risk you're comfortable taking on.
How assets outside this program may influence the strategy we build for you.
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
Designed around your preferences
We firmly believe that no two investors are exactly alike. So we’ve created an investment approach that can be configured in dozens of different ways, creating a fit around your priorities and preferences. The result is a strategy designed to reflect you and the things that matter to you.
Based on your reasons for investing, your comfort with risk, the time horizon for your goal, and other important aspects of your financial life, we'll recommend a mix of different asset classes.
You'll be able to choose from one of two approaches—one designed to maximize returns around the amount of risk you're comfortable taking on and one designed to reduce the impact of market volatility.
Finally, we'll help you choose the types of investments we'll use to build your strategy, such as funds managed by Fidelity exclusively for eligible clients, index products, or individual securities.
Investing in you starts with a relationship with us
As part of your first conversation with a Fidelity advisor, here's some of what you'll discuss.
The reasons you’re investing and when you think you'll need the money.
The amount of risk you're comfortable taking on.
How assets outside this program may influence the strategy we build for you.
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
Your strategy is just the beginning
When you work with us you’re not simply opening an account, you're embarking on a long-term journey. That's why your strategy is designed to adapt to meet your changing needs, as well as the shifting investing and economic climates.
We continually monitor the stock and bond markets, as well as the global economy. That means extensive research, leveraging our deep understanding of the markets and the economy, while following our time-tested disciplined process. When we see opportunities, we'll make adjustments to your portfolio as part of our ongoing effort to ensure the way you’re invested helps put you in a position to reach your goals.
Investing in you starts with a relationship with us
As part of your first conversation with a Fidelity advisor, here's some of what you'll discuss.
The reasons you’re investing and when you think you'll need the money.
The amount of risk you're comfortable taking on.
How assets outside this program may influence the strategy we build for you.
Fidelity advisor spotlight
I think of my conversations with clients as a look at the past, present, and future. We consider what we’ve accomplished over the last year, how the markets are influencing our next moves, and what goals we still have left to achieve.
Emily Gethcell
Regional Planning Consultant
The benefit of tax-smart investing
When it comes to investing, we believe it's important to focus not on what you earn, but on what you keep. That’s why we’ve leveraged our experience and expertise to develop a range of tax-smart investing techniques1 that we continually look to employ in taxable accounts—starting from when you fund your account to the time you start enjoying the goals you've worked to achieve.
When we're able to help reduce what you pay in taxes, every dollar saved can stay invested, where it has the potential to grow over time. On average, clients who have asked us to manage their taxable accounts have seen $3,900 per year in tax savings.2
Learn more about our tax-smart techniques
Investing in you starts with a relationship with us
As part of your first conversation with a Fidelity advisor, here's some of what you'll discuss.
The reasons you’re investing and when you think you'll need the money.
The amount of risk you're comfortable taking on.
How assets outside this program may influence the strategy we build for you.
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
Get our latest Insights and perspectives on the markets
Insights from Fidelity Wealth Management℠ is your go-to source for the latest economic news and thinking on the current markets from top Fidelity thought leaders and our partners.
