Welcome to Fidelis Wealth Management
At Fidelis Wealth Management, we believe stewardship involves more than just helping you invest your financial assets. It entails a relationship grounded in understanding your goals, financial objectives and aspirations and working with you to help achieve them.
Our wealth planning process looks beyond your portfolio. It looks at your life, the priorities you’ve set and the vision you have for your future. Financial planning, through LPL Financial, is central to the wealth management services we provide individuals and families seeking to accumulate, preserve, and transfer wealth over time.
Financial planning includes retirement income planning, education planning, tax and estate planning, and risk management planning. All are components of a comprehensive wealth management plan designed to work toward multiple financial and lifestyle goals. A plan adaptable to changing lifestyle and financial objectives today, while striving to preserve and protect future wealth.
We hope you enjoy learning more about us, our wealth management process, and the institutional services we provide our clients. And when you’re ready, we are happy to provide a complimentary Financial Analysis to determine how we may help you better pursue your financial objectives today and in the future.
K. David Hemmerly, President
3737 Glenwood Avenue Suite 100 , Raleigh, NC 27612
Securities, Financial Planning, and Advisory Services offered through LPL Financial. A Registered Investment Advisor. Member FINRA & SIPC.