Fidelis Wealth Advisors
Categories
Financial Advisors
- 20 North Wilcox St. Suite 106 Castle Rock Colorado 80104
- (303) 800-4683
- Send Email
- fidelis-wealth.com
Hours:
8:00am - 5:00pm - Monday - Friday
Driving Directions:
We are located in the new Encore building across from the Union Bistro. We are located on the first floor, on the South side of the building.
About Us
We put your interests first to give you peace of mind that lasts.
You work hard to achieve your goals so you need your financial advisor to work just as hard to make them count for something. Fidelis Wealth Advisors has a vested interest in your long-term financial success. We take the time to understand what’s truly important to you and craft an individual, holistic financial plan to help you live confidently and independently.
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Rep/Contact Info
Lorie Jones, MBA, CFP®
Chief Financial Officer/ Operations | Financial Planner
- Phone: (303) 800-4683
- Send an Email
Nancy Tagovailoa
Senior Administrative Assistant
- Phone: (303) 800-4683
View Personal Bio
Samuel R. Tenney, CFP®, AIF®
Chief Executive Officer | Financial Planner
- Phone: (303) 800-4683
- Send an Email
- 20 North Wilcox St. Suite 106 Castle Rock Colorado 80104