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.
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.
Sam has been in wealth management since 2000. He was previously a partner in a registered investment advisory firm in Denver, acting as its Director of Financial Planning, Chief Financial Officer, and OSJ. He has completed his CERTIFIED FINANCIAL PLANNER™ designation from the CFP® Board of Standards and holds insurance licenses in the State of Colorado for life, accident, property, casualty, and health. He’s also a member of the Financial Planning Association (FPA) and very active in his local chapter.
Sam graduated from the University of Phoenix with a major in Finance and has been a resident of Castle Rock since 1999. He enjoys spending time with his wife Jamie and his children. They participate in many sports activities, and Sam coaches several of his kids’ basketball teams.