Tailored Investment Strategies for Your Unique Financial Future

At Fidare Wealth, we believe your portfolio should be reflective of your financial plan.

 Navigating the investment world should not be stressful.  It should be alleviating, hopeful, and supportive of your financial plan.  Above all else, protecting your nest egg is our most important venture.
Woman explaining investment portfolio.

Seven Levels of Research. One Tailored Portfolio.

At Fidare Wealth we vet through thousands of investment options to derive a portfolio fit for you.  We use seven levels of research to culminate a portfolio specifically for you.

  • Economic Environment
  • Global Economic Trends
  • Risk Tolerance
  • Time Horizon
  • Sector Performance
  • Momentum
  • Statistical Variations

Portfolio management is not just about investments.  It also effects other aspect of your lives which our CFP designated advisors will review with you such as:

  • Marginal Tax Bracket
  • State of Residence
  • Property Owner Income Based Tax Exemptions
  • Medicare Part B and D Income Bracket
  • Estate Strategy
  • After-Tax Return
Two people discussing finances.

Why Choose Fidare for Investment Planning?

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Personalized Solutions

We believe that every client’s financial journey is unique. Our team of experts works closely with you to develop customized investment strategies that reflect your individual goals, risk tolerance, and time horizon. Whether you are looking to preserve wealth, grow your assets, or plan for future generations, our tailored approach ensures that your investment plan aligns with your long-term objectives.

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Comprehensive Analysis

At Fidare, we take a holistic view of your financial situation. Our thorough analysis includes evaluating your current assets, liabilities, income sources, and spending patterns. We also consider your tax situation, estate planning needs, and any other factors that could impact your investment strategy. This comprehensive approach allows us to design a plan that integrates seamlessly with your overall financial plan.

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Expert Guidance

Our team brings extensive expertise in investment management. We stay abreast of market trends, economic developments, and emerging opportunities to provide you with informed and strategic advice. Our goal is to help you navigate the complexities of the investment landscape with confidence and clarity.

Diversified Investment Options

To achieve optimal results, we offer a wide range of investment options, including equities, fixed income, alternative investments, and more. We carefully evaluate each option to ensure it meets your specific needs and objectives. Our focus is on building a diversified portfolio that balances risk and return while aligning with your financial goals.

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Ongoing Monitoring and Adjustment

Investment planning is not a one-time exercise; it requires continuous attention and adjustment. We regularly review and monitor your investment portfolio to ensure it remains aligned with your objectives. Our proactive approach allows us to make timely adjustments in response to market changes or shifts in your personal circumstances.

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Transparent Communication

At Fidare, we prioritize clear and transparent communication. We keep you informed about your portfolio's performance, provide regular updates, and are always available to address any questions or concerns. Our commitment is to ensure that you are fully informed and comfortable with your investment strategy.