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Trust

Earning and maintaining our clients’ trust is at the very core of what we do.

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Integrity

Our goal is to serve as your trusted financial
advocate and guide as we place your interests first.

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Service

FIDES Wealth Strategies Group offers individuals, families, and business
owners a wealth management experience emphasizing confidentiality, transparency,
and highly personalized service.

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Mission Statement

Guiding clients toward realizing their vision of security and fulfillment

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Welcome to FIDES Wealth Strategies Group

FIDES Wealth Strategies Group is an independent financial and investment planning firm serving individuals, families, and business owners seeking a trusted advisor relationship on their path to attaining and maintaining financial independence.

As independent wealth managers and financial planner professionals, we earn our clients’ trust through a comprehensive process that places their interests first as we seek to provide an unparalleled planning experience. 

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Life in a Box

 

FIND US

7676 Hazard Center Dr. Suite 1050 | San Diego, CA 92108
Toll-free (800) 368-0201 | Fax (619) 546-6211

     

Christopher Rand, Marc Gallo and Caron Ann Donahue offer Investment advisory services through WCG Wealth Advisors (WCG), a SEC Registered Investment Advisor. Carol Ann Donahue is registered with, and securities offered through LPL Financial, Member FINRA/SIPC.  WCG and FIDES Wealth Strategies Group are separate entities from LPL Financial. 

WCG employs (or contracts with) individuals who may be (1) registered representatives of LPL Financial and investment adviser representatives of WCG; or (2) solely investment adviser representatives of WCG. Although all personnel operate their businesses under the name WCG, they are each possibly subject to differing obligations and limitations and may be able to provide differing products or services.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CA, CO, KS, NC, NH, NV, TX, VA, and WA.

© 2020 Fides Wealth Strategies Group. All rights reserved.

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