FIDES Wealth Strategies Group
Guiding clients towards realizing their vision of security and fulfillment
Serving Clients Nationwide
Guiding clients towards realizing their vision of security and fulfillment
Primary Advisor Locations
Video
Compensation Methods
- Fee Based
- One-time Financial Plan
- Percentage of Assets Managed
About FIDES Wealth Strategies Group
FIDES Wealth Strategies Group is an independent financial and investment planning firm serving individuals, families, and business owners seeking a trusted advisor relationship on their path toward attaining and maintaining financial independence.As independent wealth managers and financial planning professionals, we earn our clients' trust through a comprehensive process that places their interests first as we seek to provide an unparalleled planning experience.
Who We Serve
We work with individuals and families who value guidance, clarity, and a long-term relationship. We partner with pre-retirees and retirees navigating the complexities of retirement planning, and we serve professionals who are high income earners and/or have much of their net worth tied up in company stock and benefits plans. We also help High-Earner-Not-Rich-Yet (HENRY) individuals optimize their income through strategic planning, and we provide guidance to business owners looking to optimize their finances and plan for long-term growth.
Our Services
Our services include comprehensive financial planning, investment management, retirement planning, estate planning, business services, college planning, employee benefits, and insurance planning.
As your Personal CFO, we bring the full spectrum of wealth management capabilities and resources necessary to address complex financial needs, coordinating the many aspects of your financial life and continuously monitoring your investment strategy.
Why Work With Us
We believe confidence comes from knowing you are working with someone you can trust. Every successful financial journey starts with a conversation and a plan built around what matters most to you, and our process is designed to be thoughtful, collaborative, and entirely focused on your vision.
Christopher Rand, Marc Gallo, Carol Ann Donahue, Ryan Davis and Rommel Palomera are investment advisor representatives of The Wealth Consulting Group an SEC-registered investment advisor, doing business as FIDES Wealth Strategies Group. WCG 26-156
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Entrepreneurs
- Families
- Gen X
- Gen Y / Millennials
- Individuals
- Intergenerational Families
- Living in Retirement
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Bucket List within reach thanks to Chris Rand
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