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/ Wealth Management Services
At Fidelity Bank, we’ve been earning the trust of our clients for over 121 years. Today, we’re continuing that tradition within our Wealth Management division in Northeastern Pennsylvania and the Lehigh Valley. Expertise and commitment are the hallmarks that guide us as we review our clients’ overall financial situations, identify their needs, and take the appropriate actions to maximize success. Whether your goal is to grow your wealth, safeguard your earnings, protect your legacy or something in between, our Wealth Management bankers will craft a strategic plan that makes sense for you. Our team is deeply committed to serving the unique financial needs of individuals and families in Lackawanna, Luzerne, Northampton, and Schuylkill counties. We believe in serving as your true financial partner and are here to help you along every step of your financial journey.
While investment management is an integral part of wealth management, our services are much broader, encompassing individualized investment advice, tax and insurance planning, estate planning, retirement planning and education planning. Fidelity Bankers can help you build your financial and estate plans, and work with you to refine them as your life dictates.
Services overview:
When you are looking for guidance and advice, our advisors are here with an investment process that is principled, understandable, and supported by relevant data. With Fidelity Bank Wealth Management, we take the time to get to know our clients and their goals. By building this relationship, we create a clear and confident investment plan to help preserve and grow wealth. Each banker strives to provide both short-term and long-term investment advice, services and solutions, whatever your risk tolerance.
Learn more.
Fidelity Bank is committed to helping its clients create solutions for their financial needs that carefully balance investment strategies that manage risk, and that preserve and grow wealth. Knowledge is power. It’s also the foundation for intelligent, well considered decisions. With an understanding of factors like risk tolerance, timelines, and goals, we can work diligently to develop an investment plan that’s best for you. While today’s economic environment brings challenges, it also brings opportunities. We work closely with our clients to evaluate all options and position our clients for investment success well into the future.
Understanding how to help you plan for your financial future is what our trusted advisors do best. Our team is experienced in acting as a trustee and administering trust funds, providing estate and financial planning support, and acting as executor of estates. We take time to evaluate all options when involved in settling estates, establishing guardianships, and administering trusts. We put that same level of care and attention into our relationships with schools, municipalities and institutions, too, as a corporate trustee.
Understanding that our clients often have complex wealth management needs, we offer Private Banking as part of our Wealth Management services at Fidelity Bank. With access to our full range of products, services, and expertise, we’re here to work closely with you, creating a personalized banking solution that fits your unique needs.
For Fidelity Bank clients who have philanthropic goals with a vision that stretches beyond years or generations and into perpetuity, a complete solution for private foundation and endowment planning is available. Our team of experienced advisors will work closely with you to understand your unique philanthropic goals and aspirations. We’ll help you develop a personalized strategy that aligns with your values and maximizes the impact of your giving.
Contact us today to schedule a consultation with one of our experienced advisors. Let’s work together to create a financial plan that brings your dreams to life, right here in Northeastern Pennsylvania and the Lehigh Valley.
*Not FDIC Insured | May Lose Value | Not Bank Guaranteed | Not a Bank Deposit | Not Guaranteed by Any Government Agency.
