Fidelis Capital

Fidelis Capital is an advisor-owned wealth management firm dedicated to addressing the complex investment and planning needs of ultra-high-net-worth individuals, families, and institutions . With more than 425 years of combined experience serving this clientele, Fidelis Capital delivers a white-glove, team-based approach to wealth management . Founded by former private bankers from Wells Fargo and Bank of America, Fidelis Capital is composed of industry veterans and thought leaders with a shared passion for delivering fully customized investment and planning solutions . As such, Fidelis Capital operates as an outsourced family office, offering a refined suite of services developed to effectively manage the highest level of client financial complexity . By coordinating, clarifying, and simplifying their financial affairs, our team helps clients enjoy more of what money can't buy – time .