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20 N Wilcox Street, Suite 106 Castle Rock
Castle Rock, CO 80104
United States

Phone: (303) 800-4683
Email: loyalty@fidelis-wealth.com
Fax: (855) 805-4838

Fidelis Wealth Advisor

 

Five Star Wealth Manager 2025

*Five Star Winners appearing on this page do not pay a fee to be considered or to win the Five Star Award. Professionals with a digital profile such as Sam Tenney have paid a promotional fee. Click here for additional details and disclosures.

 

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20 N Wilcox Street, Suite 106 Castle Rock
Castle Rock CO 80104

Phone: (303) 800-4683
Email: loyalty@fidelis-wealth.com

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Fidelis Wealth Advisors, LLC is a registered investment advisor located in Colorado. Fidelis Wealth Advisors, LLC and its representatives are in compliance with the current filing requirements imposed upon registered investment advisors by those jurisdictions in which Fidelis Wealth Advisors, LLC maintains clients. Fidelis Wealth Advisors, LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Fidelis Wealth Advisors, LLC’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment related information, publications, and links. Accordingly, the publication of Fidelis Wealth Advisors, LLC’s web site on the Internet should not be construed by any consumer and/or prospective client as Fidelis Wealth Advisors, LLC’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Fidelis Wealth Advisors, LLC with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Fidelis Wealth Advisors, LLC, please contact the SEC, FINRA or the state securities regulators for those states in which Fidelis Wealth Advisors, LLC maintains a filing. A copy of Fidelis Wealth Advisors, LLC’s current written disclosure statement discussing Fidelis Wealth Advisors, LLC’s business operations, service, and fees is available from Fidelis Wealth Advisors, LLC upon written request. Fidelis Wealth Advisors, LLC does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Fidelis Wealth Advisors, LLC’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended or undertaken by Fidelis Wealth Advisors, LLC) made reference to directly or indirectly by Fidelis Wealth Advisors, LLC in its web site, or indirectly by a link to an unaffiliated third party web site, will be profitable or equal the corresponding indicated performance level(s). Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client or prospective client’s investment portfolio. Historical performance results for investment indices and/or categories generally do not reflect the deduction of transaction and/or custodial charges, the deductions of an investment management fee, nor the impact of taxes, the incurrence of which would have the effect of decreasing historical performance results. Certain portions of Fidelis Wealth Advisors, LLC’s web site (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, Fidelis Wealth Advisors, LLC’s (and those of other investment and non-investment professionals) positions and/or recommendations of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendations(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from Fidelis Wealth Advisors, LLC, or form any other investment professional. Fidelis Wealth Advisors, LLC is neither an attorney nor an accountant, and no portion of the web site content should be interpreted as legal, accounting or tax advice. To the extent that any client or prospective client utilizes any economic calculator or similar device contained within or linked to Fidelis Wealth Advisors, LLC’s web site, the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from Fidelis Wealth Advisors, LLC, or from any other investment professional. PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of these web-sites provided here, you are leaving this site. Fidelis Wealth Advisors, LLC makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site. When you access one of these sites, you are leaving Fidelis Wealth Advisors, LLC’s web-site and assume total responsibility and risk for your use of the sites you are linking to. Website Privacy: Fidelis Wealth Advisor is concerned about your right to privacy. When you visit our website, the following data is collected: The type of browser used Geographical region the connection is originating from Date and time of the connection Pages visited during the connection Date and time the connection was severed This information is used to determine traffic patterns on the site. Any personal correspondence to us that originates from this site via one of the email/subscribe links will be for internal use only and treated confidentially. We do not disclose personal information to any third-party without consent. Additional privacy information can be found on our privacy statement. If you have questions or concerns about our policy, please contact us at 303-800-4683 or by email at loyalty@fidelis-wealth.com.

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