Fidelity Wealth Management, Inc.

 We are independent financial advisors, located in Fuquay Varina NC.  We are fee based and believe in working as a "TEAM" to assist our clients achieve more success in retirement.  You can visit our office at, 1000 N. Main street Suite 218 Fuquay Varina NC 27526

T= Together
E= Everyone
A= Achieves
M= More

Fidelity Wealth Management has identified a top Estate Planning Attorney and a top CPA, and created a very unique partnership. While the Attorney and CPA do not work for Fidelity Wealth Management  they work hard for any of our current or potential clients.  What this provides is a “team” approach to your financial, tax, and estate planning needs. During your first visit to our office, an “evaluation,"( if determined necessary) will be scheduled wherein Fidelity Wealth Management  will analyze your current investments, the Estate Planning Attorney will review all of your estate documents, and the CPA will review your last 3 years tax returns. Because of our relationships, you will benefit from the thorough analysis of all of your financial and estate planning needs. And, we are able to offer a much more cost effective alternative to having these services performed, versus by otherwise independent selection.
Our “team” approach is the collaboration of time spent with each of us. Therefore, you will not repeat steps you would normally would by meeting with each specialist separately. This offers a savings we are able to pass onto our clients. If you are looking for a fee-based financial advisor please feel free to contact us for a no cost, no obligation talk.

We specialize in working with pre-retirees and retirees, requiring assistance with transitioning into retirement, rolling over their qualified retirement plans or assistance with a pension, creating a distribution plan, as well as improving upon their existing retirement plan. We are dedicated to helping you in these difficult economic times by providing sound advice and solutions.

We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.

Thank you,

Fidelity Wealth Management

Personal CRD Number : 4270869

Firm CRD Number:157353