Fidelis Wealth Advisors
Fidelis Wealth Advisors is a team of certified financial planners based in Castle Rock, CO with over 20 years of experience in financial planning. We provide unbiased advice to help you grow your assets—and your confidence. Our only agenda is to meet yours, and learn what you hope to accomplish in life. It’s all part of our commitment to invest heavily in just one thing: you.
We are a true independent firm - we aren’t required to offer or sell internal products to our clients. That means there are no quotas to meet. No behind the scenes agendas to follow. And no pushing of products you don’t want or need.
Our ultimate goal is to build a lifelong relationship with you as your most trusted advisor and advocate, putting your interests first to give you peace of mind that lasts. We do that by offering expertise in:
Corporate Retirement Plans
Retirement and Estate Planning
Insurance and Education Planning
To learn more about us, visit www.FidelisWealth.com.