This is where your future takes center stage.
Our Expertise
Four key areas, one complete approach.
01
Wealth Management
We understand that wealth is about more than money—it’s about promoting your family’s well-being, values, and legacy. By blending investment management, estate planning, and tax optimization, we create a framework that supports your goals and each generation.
02
Retirement Planning
Whether you’re taking your first steps toward retirement planning or refining existing strategies, we help you lay a solid foundation for the future. We factor in everything—income streams, investments, tax implications, estate planning and more—so you can retire on your terms and have the freedom to enjoy the life you’ve worked hard to build.
03
Highly-Compensated Professionals
Highly Compensated Professionals face intricate compensation packages, high-paced careers, and shifting personal priorities. We help you maximize your stock options and other aspects of your compensation package, mitigate taxes, and align all of your resources with the life you envision. Whether you’re preparing for retirement, a liquidity event, or exploring fresh opportunities, our approach ensures you remain in control of your financial destiny—confidently and on your own terms.
04
Business Advisory
For many business owners, their company is the biggest part of their net worth. We help you unlock and protect that value, whether you’re aiming to accelerate growth, or begin a succession plan, or transition the business to additional or new owner(s). Through our Business Advisory Process, we set you up to achieve both your personal and professional goals- all while keeping your long-term fulfillment in mind.
Best Client Relationships
Are we a great fit?
At Fidato, we focus on building relationships where we can make a meaningful impact. We work best with those who value collaboration, open dialogue, and a shared commitment to achieving important financial and life goals.
Our assessment is an opportunity for both sides to explore alignment—through honest conversation, shared values around wealth planning and investment management, and a mutual sense that we can bring indispensable value based on your unique needs.
Many of our clients come to us after realizing they’ve outgrown the capabilities of their current advisor or the demands of managing their wealth have become too complex to handle alone.
If it’s not an ideal fit, we’ll happily refer you to another firm better suited to your situation. Our intention is always to create a rewarding experience and add value—whether we work together or not.
Our Process
The Fidato Way
At Fidato Wealth, our way is rooted in clarity, discipline, and personal connection. We take the time to understand your unique story, then apply a proven process shaped by years of guiding clients through market cycles, business transitions, retirement decisions, and complex financial landscapes. From aligning wealth with purpose to preserving what you’ve built for the next generation, The Fidato Way is about more than strategies — it’s about delivering confidence in every decision, year after year.
Our Consultative Process
Our consultations begin with one simple step: listening. We want to know what matters most to you—your priorities, your dreams, and how your current plan stacks up. From there, we’ll highlight any gaps or opportunities and give you a clear picture of what partnering with Fidato Wealth looks like. After these discussions, one of three things usually happens:
- You’re already on track, and we suggest no changes—reassuring you that your current path is solid.
- You could benefit from some adjustments, but we’re not the right fit; in that case, we’ll recommend a firm that aligns better with your goals.
- If there’s real synergy and we believe we can add substantial value, we’ll invite you to become part of our client family.