Fidelity Bank Rebrands its Wealth Management Division

Members News

Fidelity Bank, a leading financial institution known for its commitment to providing top-tier financial services, is thrilled to announce the launch of its newly enhanced Wealth Management division. Alongside extending its wealth management services to the Lehigh Valley region, Fidelity Bank has also rebranded this service offering to better align its image with the comprehensive advice and solutions available.

The Fidelity Bank Wealth Management team, comprised of seasoned financial experts and strategists, works closely together to create personalized wealth plans for their clients. Through their combined expertise, the team delivers a wide range of financial services, including investment management, trust and estate planning, private banking, endowment and foundation planning, as well as brokerage services.

Fidelity Bank’s Director of Wealth Management, Nick Parise, expressed enthusiasm about this new venture. “The launch of our enhanced Wealth Management division underscores Fidelity Bank’s commitment to delivering exceptional financial services to our clients. “We recognize that financial success means different things to different people, and our dedicated team is poised to help our clients turn their financial goals into reality,” shared Parise.

Central to Fidelity Bank Wealth Management’s services is the idea of “wealth care,” a philosophy that ensures clients have the right savings, investments, and financial strategies for a comfortable present and secure future. This is achieved by reviewing a client’s overall financial landscape, pinpointing specific needs and objectives, and implementing strategies to optimize and safeguard their wealth for the long term.