Our Firm
Fidelis Wealth is a comprehensive financial solutions provider, helping members of the Metro Detroit community achieve their long-term financial goals since 1995. As a second generation family-owned, client-centric organization, we focus on building meaningful relationships with those we serve. We maintain an open-door policy and offer a personalized, positive client experience at each encounter.
Fidelis Wealth was established to assist individuals across all age groups in planning and achieving their long-term financial objectives. We provide comprehensive portfolio management, along with the development and continuous monitoring of financial plans for a diverse clientele. Additionally, we specialize in serving participants of 403(b) plans within our local community.
As a full-service firm, our advisors develop comprehensive financial plans and implement tailored portfolios, ensuring clients are never placed into generic investment solutions. Instead, we provide personalized investment recommendations and tactical portfolio management strategies that align with each client's unique financial circumstances. Our highly credentialed and experienced advisors collaborate to strategize, implement, monitor, and maintain each client account, ensuring investment plans remain on course.
Rely on Fidelis Wealth to help you create, grow and preserve your wealth. Let us show you how. You may request a consultation today to see how Fidelis Wealth may help achieve your financial goals.