Castle Rock, CO Office
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Fidelis Wealth Advisors
Team
Firm-wide stats for Fidelis Wealth Advisors
About
Fidelis Wealth Advisors serves individuals (including high‑net‑worth clients), pension and profit‑sharing plans, employer‑sponsored retirement plans, trusts, estates, charitable organizations, and corporations, offering investment management, comprehensive financial planning, and consulting services. The firm’s five‑person advisory team manages roughly $210 million in client assets and provides both discretionary and non‑discretionary portfolio management as well as ERISA retirement‑plan advisory services.
The firm’s investment process is asset‑allocation driven and draws on modern portfolio theory, fundamental and quantitative analysis, and technical/cyclical inputs, with portfolios built from equities, bonds, ETFs, cash and other funds and rebalanced periodically to client objectives and risk tolerance. Fidelis regularly uses third‑party managers and administrative/portfolio platforms (including Tamarac and an order‑management solution for held‑away accounts) to monitor, rebalance, and report on both custodial and outside employer‑sponsored accounts.
Noteworthy disclosures in the brochure include the firm’s role in participant education and enrollment meetings and the offering of investment‑education seminars for retirement plans, its use of an estate‑planning technology platform (Wealth.com) for client referrals, and participation in paid lead‑generation and referral arrangements (including Zoe Financial) that are described as involving platform fees and potential conflicts of interest. The firm’s marketing disclosures also note the use of testimonials, endorsements, and references to third‑party ratings in its advertising, along with related conflict‑of‑interest disclosures.
Based on Fidelis Wealth Advisors
Expertise
Based on Fidelis Wealth Advisors
Location
20 N Wilcox Street, Suite 106
Castle Rock CO 80104
Advisors at this office
2
Advisors at this office
Sam T
Verified by Warmer
CFP®, Series 63, Series 65, AIF®
Castle Rock, CO
Fidelis Wealth Advisors
Sam began his wealth management career in 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. Sam completed his CERTIFIED FINANCIAL PLANNER™ designation from the CFP® Board of Standards in early 2006. He 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’s been featured on the local Channel 9 news affiliate segment, Moneyline 9 and currently serves his community providing pro bono financial advice to families in distress. He has a unique ability to relate to his clients, help them feel comfortable with difficult topics, and offer advice to meet their individual and family needs. His exceptional talent to see the big picture helps direct specific pieces of the planning puzzle to meet the overall needs of each client. PERSONAL Sam graduated from the University of Phoenix with a major in Finance. He enjoys spending time with his seven children. They participate in many sports activities, and Sam coaches several of his kids’ basketball teams. Sam resides in Castle Rock, Colorado.
Karley F
Series 65
Castle Rock, CO
Fidelis Wealth Advisors
Karley Fidani is a financial advisor at Fidelis Wealth Advisors and holds a Series 65 designation. She has two years of industry experience and has been with Fidelis Wealth Advisors since 2022. Prior to her current role, she worked at Club Pilates for one year. Fidelis Wealth Advisors is a five-person team managing approximately $210 million in client assets. The firm serves individuals, pension and profit-sharing plans, retirement plans, trusts, estates, charitable organizations, and corporations, using an asset-allocation driven investment approach that incorporates modern portfolio theory, fundamental and quantitative analysis, and technical inputs.
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