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About Us

FIDES Wealth Strategies Group Financial and Investment Planning 

At FIDES Wealth Strategies Group, nothing is more important to us than maintaining the trust that exists between client and advisor. We believe that trust, integrity, and service are the key elements required to develop long-term relationships. As a result, we have earned a reputation for placing client interests first.  

The FIDES Story 
TRUST | INTEGRITY | SERVICE 

In ancient Rome, “FIDES” was the goddess of trust. While the term “FIDES” is often mistakenly translated as “faith,” it actually means “reliability,” referring to the sense of trust between two parties if a relationship between them is to exist. For the Romans:

  • FIDES was an essential element in the character of a man of public affairs, and a necessary constituent element of all social and political transactions.
  • FIDES was always reciprocal and mutual, and implied privileges and responsibilities on both sides.
  • In both public and private life, the violation of FIDES was considered a serious matter, with both legal and religious consequences.
  • FIDES, in fact, was one of the first of the “virtues” to be considered an actual divinity by the Romans.

Sources: The Roman Concept of Fides by John Paul Adams, CSUN; en.wikipedia.org/wiki/Fides

Learn why the many individuals, families, and business owners we call neighbors and friends trust FIDES Wealth Strategies Group to guide them confidently along the path towards their financial goals.

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About Us

  • Why FIDES WSG?
  • Our Strategic Partners
  • Client Confidentiality
  • Check Up on Us
  • Credentials

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

     

Christopher Rand, Marc Gallo and Carol 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 Representative associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, KS, KY, MO, NC, NH, NM, NV, TX, VA, and WA.

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