Our Strategic Partners
Our Strategic Partners
The Wealth Consulting Group
FIDES Wealth Strategies Group is an independent wealth management firm affiliated with the Wealth Consulting Group (WCG), a leading independent registered investment advisor (RIA) firm headquartered in Las Vegas, Nevada, with offices conveniently located throughout the Southwest.
WCG serves as our office of supervisory jurisdiction and provides FIDES Wealth Strategies Group with access to certain services and capabilities that complement our existing team and offering. WCG enables us to serve a broader range of highly specialized and complex client needs, including access to WCG professionally managed model portfolios.
In addition to WCG, our independence is supported by LPL Financial, the nation’s largest independent broker/dealer.* The firm provides access to a comprehensive array of tools and resources for independent financial advisors, enabling us to provide objective financial guidance to our clients. LPL has no proprietary products.
LPL Financial provides FIDES Wealth Strategies Group clients and advisors with a broad range of support services, including custodial services, client account statements, 24/7 online access to account balances and holdings, custom reporting, independent investment research and other services that enable us to provide you with an unparalleled client experience.
*As reported by Financial Planning magazine, June 1996–2014, based on total revenue.
Coordination with Your Outside Financial Partners
We believe that proactive and open communication between your financial, tax, and legal advisors is critical to helping you pursue your financial goals. We’re happy to work with your attorney, tax advisor, or other professionals to coordinate your strategies. For your convenience, we can also provide you with referrals to the trusted outside professionals we work with on a regular basis.
Our broad network of professional partners spans multiple disciplines—including accounting, legal, mortgage, banking, property and casualty insurance, and elder care/senior living services—to provide you with access to the advice and guidance you require throughout the financial decision-making process.
Our philosophy is simple. Seek to provide best in class services resulting in a seamless and proactive approach to comprehensive wealth management. If we can’t provide a particular service, we will assist you in collaborating with providers who share our values.
Tax and legal services are not offered by LPL Financial or affiliated advisors.