Fidelis Wealth Email Format

Financial ServicesMichigan, United States2-10 Employees

Fidelis Wealth operates as a financial services firm based in Rochester Hills, Michigan, delivering comprehensive financial guidance and personalized investment management for clients in the Metro Detroit area. The firm emphasizes long-term planning, with a focus on retirement savers and investors of varying ages, and maintains a slate of services aimed at strategic portfolio management rather than one-size-fits-all solutions. Its approach centers on building relationships and providing a tailored client experience, supported by an open-door policy that seeks to foster ongoing engagement and accountability in financial decisions.

The organization positions itself as a full-service advisory practitioner within the broader advisory sector, offering customized investment recommendations and ongoing monitoring to keep plans aligned with client goals. While it serves a general investor audience, it has a noted niche in assisting Fidelity 403(b) Plan Participants who reside and work in the local community. Securities are offered through Resource Horizons Group, with advisory services provided through Resource Horizons Investment Advisory, situating Fidelis Wealth within a network of established financial entities.

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