Pivoting to High-Net-Worth Clients Is No Easy Task
Lots of advisors want to reposition their firm to work with high-net-worth clients or even start a new one aimed at households with deeper pockets, but that’s often easier said than done. Tony D’Amico was quoted in this article in WealthManagement.com, “Pivoting to High-Net-Worth Clients Is No Easy Task,” on how he helped his clients […]
Fidato Wealth Thanks Northeast Ohio Residents for their Donations to Shoes and Clothes for Kids Charity
Fidato Wealth, an independent, fee-based financial advisory firm providing comprehensive financial planning and wealth management for successful families, individuals and professionals, once again teamed up with Shoes and Clothes for Kids (SC4K), a local charity who improves K-8 school attendance by eliminating lack of appropriate clothing, shoes, and school supplies as barriers. Over the past […]
Managing Your Health In a Post-COVID-19 World
Regardless of how Covid-19 has affected your personal health, chances are that it has made a difference in the health care you receive and are able to access. We asked Dan Carlin, M.D., CEO and founder of concierge telemedical practice WorldClinic, for some of the biggest health care-related lessons that he thinks will come out […]
The Surprising Power of Connectedness
It seems like everyone wants to know what it takes to live fulfilling lives, foster happier families, create and manage stronger teams, and have happier clients. And why not? Can you imagine a life where all those outcomes are a reality? The good news: There’s a way to pursue those results that research has shown […]
Three Questions to Answer Before You Purchase Life Insurance
Life insurance can be an extremely important, even essential, part of your financial plan. One of its most attractive aspects for many individuals and families is the death benefit of the policy—the money that the insurance company pays out in the event of the insured’s death. But navigating the life insurance landscape can be tricky—and […]
Fidato Wealth Announces Interactive Retirement Planning Course with Classes Offered Both Online and In person
To further their commitment to provide objective financial education to Northeast Ohio area residents, Fidato Wealth, an independently owned and operated fiduciary financial advisory firm located in Middleburg Heights, announced a continuing education course, scheduled to begin later this month. The interactive session, titled Retirement Planning Today®, will be taught over two nights, with sessions at […]
Choosing an Executor for Your Estate
Here’s an uncomfortable truth you need to accept: Someday—hopefully in the very distant future—you are going to die. The good news: You can make that moment easier on your heirs by taking a few simple steps. One of the best ways, financially, to prepare now for that time is to choose a person to be […]
Preparing Heirs For Their Inheritance
Inheriting money comes with plenty of benefits. From being less worried about paying for life’s necessities to enjoying the luxuries affluence can bring, inheritors often find that many of life’s key stumbling blocks are no longer in their paths. That said, an inheritance doesn’t automatically mean a worry-free life of ease. Inheriting wealth can actually […]
FIDATO WEALTH RECOGNIZED BY FINANCIAL ADVISOR MAGAZINE AS A 2021 TOP INVESTMENT ADVISOR
Fidato Wealth, an Ohio Registered Investment Advisor, has been named to Financial Advisor Magazine’s 2021 Top RIA Rankings – ranked every year since 2017
Here’s Why You Need a ‘Business Plan’ for Your Family
When business owners start a new venture or seek out funding, they always create a detailed business plan first. But chances are, most parents have never once thought about creating a similar type of plan for their most important asset: their families. Your family may not be a business, but clearly it can be a […]
