Fiduciary Solutions

...is nationally respected for its skill in wealth management and financial planning. We provide clients with traditional wealth management services and are experts in comprehensive tax, insurance, and estate planning services, including generational wealth transfer and charitable planning advice. Our clients’ trust in us enables them to enjoy one-stop personal financial planning and management that is cost-effective and hassle free.

Custody of Funds Managed by Fiduciary Solutions

When appropriate, Fiduciary Solutions recommends Fidelity Investments Institutional be selected as custodian for your accounts. All accounts are held in your name. Fiduciary Solutions acts solely as your independent investment advisor.

Professional Standards

All Fiduciary Solutions advisors are required to earn the Certified Financial Planner Designation. Our consultants must also meet minimum annual CFP Board educational requirements plus additional hours for any specialization such as retirement, pension, trusts, estate, and investment planning.

We have developed a team-oriented Service Delivery System for providing the highest level of one-to-one customized services.

The Fiduciary Solutions Advantage

We are committed to providing the highest quality planning and investment management guidance for individuals, families, qualified retirement plans, trusts, and businesses. As part of providing the same level of expertise and service formerly available only to large institutional clients, we offer:

  • Absolute confidentiality
  • Qualified, experienced, and credentialed professionals
  • "Best of Breed" solutions
  • Unbiased Advice and Judgement

Private Family Office

Our Private Family Office offers our clients comprehensive solutions to their financial and related personal needs. Fiduciary Solutions provides an exceptional experience and a level of sophistication and service that, until now, has been impossible to obtain for individual investment portfolios of less than $50 million.

A Private Family Office evaluates:

  • Client Objectives
  • Investment Issues
  • Risk Management
  • Tax Issues
  • Estate and Gifting
  • Income Needs
  • Other Financial Issues

A Private Family Office
designs strategies for:

  • Investment Planning
  • Risk Management
  • Tax Planning
  • Estate Planning

Advisory Fees

Fees are based on our evaluation of the client's service and advice needs and are designed to insure that the client receives superior value.

A Comprehensive Family of Services

Our clients benefit from the seamless integration of many services. Standing behind Fiduciary Solutions is a diverse network of specialists in law, accounting, banking, trust management, mortgage financing,and college planning. These strategic partnerships empower Fiduciary Solutions with an array of expertise suitable for most situations.

Bedda D'Angelo, CFP
President