Fidus Wealth Management

Chart Your
Wealth's Potential

View Prosperity Paths

Investing Intelligence
Built on Trust

Did you know there are nearly 7,900 mutual funds? More than 65,000 individual stocks? Just north of 8,750 ETFs?

That means your investment strategy can consist of millions of possibilities. But which combination and allocation makes the most sense for you?

Don’t worry. My responsibility is to uncover the ideal formula based on up-to-the-second data, delivered with non-stop sincerity.

Together, we’ll come up with a singular plan that works best for your goals today and tomorrow, no matter what they may be.

Let’s Work Together

Growing
Wealth

The dollar has lost 92% of its purchasing power since 1933. Compounding interest might be your best weapon in the fight against inflation.

Start Planning

Protecting
Wealth

It can take 2.5 years to recoup a 20% asset price drop — and time is especially precious for retirees.

Make Your Assets Safer

Guiding
Businesses

34% of business owner wealth comes from business equity— making savvy stewardship of this money integral for longevity.

Get Guidance

Better Data for Potentially Better Outcomes

Your portfolio will be personally managed with assistance from our own Bloomberg terminal. We believe this technology with real-time alerts and custom-made reporting helps improve long-term performance for the assets entrusted to us.

Discover Why

Knowledge,
Worth Every Penny

Data alone doesn’t mean much. But data paired with an incisive intellect can tell a different story — one that holds the potential to make a profound difference in our clients’ lives. That’s why we invest in pursuing numerous advanced certifications and designations, while always seeking new opportunities to become more well-rounded.

Learn More about our Knowledge
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CERTIFIED FINANCIAL PLANNERTM Certification

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Certified Investment Management Analyst®

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Chartered Retirement Plans Specialist®

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Chartered Retirement Planning CounselorSM

Market Pulse

From fundamentals to advanced macro-perspectives, we navigate the investing landscape to distill complex topics into actionable insights.

Chart of the Week

Weekly chart using economic data to address timely market topics from the Wells Fargo Investment Institute Global Investment Strategy team.

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financial newspapers with a pair of glasses on top

Stock Market News

Our market analysts keep you updated on the latest market trends including stock market data, news, market activity, and economic reports in the daily stock market commentary.

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stock charts on screen growing in the positive

State of the Markets

A look at what’s happening now and what may be ahead from Darrell Cronk, President of Wells Fargo Investment Institute.

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Looking Ahead

Looking ahead recaps how markets performed over the last week and what may happen next week all condensed into one digestible summary.

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Bond Market Commentary

Updates on bond market data, news, and activity each day.

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Investment Strategy

Weekly market insights and possibly impacts on investors from the Wells Fargo Investment Institute Global Investment Strategy team.

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