A comprehensive approach for aspect aspect of wealth.
At Fidato, our approach starts with understanding what matters most to you. We take the time to listen, uncover your goals, and see the full picture of your life and wealth. From there, we coordinate every detail—closing gaps, maximizing opportunities, and protecting what you’ve built—so you can live your best life, as you define it. The Fidato Way is more than a process; it’s a comprehensive, disciplined strategy designed to bring clarity, confidence, and lasting impact to your family, your business, and your legacy.
Fidato One™
Comprehensive Wealth Process
For clients with $2–$10 million net worth
Our Fidato One Process begins by getting crystal clear on your goals and taking a deep look at your entire financial picture. From income strategies, tax planning, and investment allocations to estate considerations, we build a a custom plan that fits your life today and tomorrow. By collaborating closely with you, we ensure your approach remains both flexible and holistic.
Generational Wealth Process
For clients with $10 million+ net worth
We begin by getting to know your family’s unique values, aspirations, and concerns. From there, we craft strategies—covering investments, multigenerational planning, and more—that help preserve unity and security. Our goal is to keep your loved ones protected now and down the road, ensuring each decision aligns with what matters most to you.
Fidato One Legacy™
Business With Purpose™
Business Advisory Process
For business owners focused on aligning enterprise success with personal and family goals
Our Business with Purpose Process examines your examines your goals through qualification, assessment, and strategy formulation—laying the groundwork for successful growth or transition. We customize each step to address your unique challenges, whether you’re aiming to exit, expand, or simply ensure stability. Focus on what matters most while we help protect and cultivate everything you’ve worked so hard to build.
