Fiduciary Advice

Fidato Wealth provides comprehensive
wealth planning for those looking to
optimize their financial future.

In The News

Our Focus

Retirement Planning

Retirement is on your horizon and you want to be prepared for this next chapter of your life. And, because retirement planning is more than just managing investments, the goal of our comprehensive approach is to empower you to make smart money decisions so you can live the life you want.

Family Wealth

Wealth means so much more than just assets. We believe that every family has the opportunity to experience their best and most meaningful life. Whether it’s living the life you want to, or magnifying your impact, our client-centered and multi-disciplinary approach to family wealth management is anything but ordinary.

Icon for wealth planning for executives page shows a graph that is progressing upwards

Wealth Planning for Executives

Executives, particularly those with significant investable assets, require comprehensive financial planning that covers several key areas. Whether it’s looking at your deferred compensation plan, efficient tax planning, or other aspects of your executives benefits package, we want to help you leverage these assets and realize your true wealth potential.

Value Acceleration &
Business Transition

Owning a business is very rewarding, but all-consuming. The journey of each business owner is unique and dynamic. Whether it is helping you grow your business and assets, optimizing your succession or exit plan, or ensuring your lifestyle can be sustained after the sale of your business, we are here to provide you the guidance you need to achieve your vision for your business and your life.

Our Values

In everything we do, it’s about strengthening families.

We Provide

Discovery to Understand Your Goals & Values
Sound Investment Management
Comprehensive Financial Planning
Advanced Wealth Strategies
Integrated Wealth Management

It’s All About Helping You Live Your Best Financial Life

Learning Center

Our educational resources are designed to provide you insights and strategy to guide you toward even greater financial clarity, confidence and success.

Our Story