Our Approach

Every relationship begins with understanding our clients’ needs, and at Fidelity Bank, we believe all relationships are built on trust. In order to share our capabilities in Wealth Management, clients and prospects will be introduced to their dedicated Wealth Advisor. We follow a strict fiduciary standard to always do what is in the client’s best interest. We understand that every client is unique and their goals, objectives and expectations may be complex so we use a customized approach to identify needs, determine priorities, and assess risk tolerance.

Next, partnering with our highly knowledgeable, experienced team of financial experts and our client’s professional advisors, we develop a personalized strategy to achieve the client’s goals. Plans are created which vary depending on the life stage and priorities of the client. Whether a client is accumulating wealth, safeguarding assets, saving for retirement/education or creating a legacy, we will create a strategy focused entirely on the client and their needs.
Utilizing our team of experts, plans are implemented on the client’s behalf. Clients may be as actively involved in the process as they wish.
At set intervals, strategies are assessed by the client and their Wealth Advisor for success and modified as necessary. We understand that goals, objectives and expectations evolve as life progresses so our plans are flexible and easily modified according to a client’s circumstance.
We do not provide legal or tax advice. Please consult your legal or tax advisor in regards to your own situation.
Financial products made available or recommended by Fidelity Bank that are not bank deposits are not insured by the FDIC; are not a deposit or other obligation of, or guaranteed by, Fidelity Bank; and are subject to investment risks, including possible loss of the principal amount invested.