#1 Startup Dataset
Growth rates, revenue data, direct competitors and contact details.
Rick Simonetti Email
CEO and Head Wealth Planning . Fidelis Capital Partners
Tampa,
Locationr*************@fideliscapital.com
Primary EmailHow to contact Rick Simonetti
Join and see Rick's contact info for free!Current Roles
Employees:
23Revenue:
$3.4MAbout
Fidelis Capital is an advisor-owned wealth management firm dedicated to addressing the complex investment and planning needs of ultra-high-net-worth individuals, families, and institutions. With more than 425 years of combined experience serving this clientele, Fidelis Capital delivers a white-glove, team-based approach to wealth management. Founded by former private bankers from Wells Fargo and Bank of America, Fidelis Capital is composed of industry veterans and thought leaders with a shared passion for delivering fully customized investment and planning solutions. As such, Fidelis Capital operates as an outsourced family office, offering a refined suite of services developed to effectively manage the highest level of client financial complexity. By coordinating, clarifying, and simplifying their financial affairs, our team helps clients enjoy more of what money can’t buy – time. Advisory services offered through Fidelis Capital Partners, LLC., an Investment Adviser registered with the U.S. Securities & Exchange Commission. Please refer to our ADV brochure for a complete description of services offered and associated fees.Fidelis Capital Partners Address
Tampa, null