Fidela Wealth

Fidela Wealth provides fee-based investment management and complementary financial planning and consulting to individuals as well as to business and institutional entities, including qualified retirement plans, trusts, estates, and charitable organizations. The firm manages discretionary portfolios across equities, fixed income, municipal securities, CDs and cash positions and reports roughly $54.2 million in assets under management across its client base.

The firm’s primary investment approach is a tactical allocation strategy intended to manage downside risk and pursue improved performance, with discretionary rebalancing, occasional individual stock selections, and the use of cash as a potential hedge. Fidela Wealth implements portfolios using both direct management and third‑party program solutions, and it employs automated tools (including a managed‑account sponsor and tax‑aware trading technology) while retaining advisor oversight of strategy and suitability.

Notably for a single‑advisor independent firm, Fidela Wealth actively serves pension/profit‑sharing and other institutional clients and offers separate financial consultation arrangements for businesses in addition to individual wealth management. The firm also discloses using third‑party platforms for implementation and tax optimization and, in some cases, absorbs platform or technology costs; its principal holds advanced professional certifications (CFP®, CIMA®, BFA™), which the firm cites in describing its investment and behavioral‑finance capabilities.