Fidato Wealth
Finance · Ohio, United States · 1-10 Employees
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Overview
Headquarters
7530 Lucerne Dr Ste 400, Middleburg Heig...Phone Number
(440) 572-5552Website
www.fidatowealth.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Fidato Wealth
Fidato Wealth offers comprehensive wealth planning services aimed at clients seeking to optimize their financial future. Their focus includes comprehensive retirement planning, family wealth management, wealth planning for executives, and business transition strategies. With a client-centered approach, they strive to empower individuals and families to make informed financial decisions that align with their goals and values. Fidato Wealth aims to support clients throughout their financial journey by providing educational resources and tailored strategies.Explore more
Fidato Wealth Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Fidato Wealth
<$5M
1-10
Private
-
2014
SK
Shawna KennedyClient Service Specialist & Director, Impressions
Company Profile Activity
Activity Insights
Fidato Wealth is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Fidato Wealth is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Fidato Wealth.
Fidato Wealth Tech Stack
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Fidato Wealth News & Media
Three Senior Team Members Named Partners at Fidato Wealth
In addition, CFP® Tony D'Amico to teach proven retirement planning strategies to participants in Northeast Ohio. In addition, CFP® Tony D'Amico to teach proven retirement planning strategies to participants in Northeast Ohio.Fidato Wealth Announces Two-Night Retirement Planning Course
MIDDLEBURG HEIGHTS, Ohio, Jan. 15, 2020 /PRNewswire/ -- According to a recent survey by the Employee Benefits Research Institute (EBRI), only 27% of retirees feel that they have done a good job of preparing for retirement. To help improve this statistic and educate Cleveland-area...Fidato Wealth Announces Two-Night Retirement Planning Course
According to a recent survey by the Employee Benefits Research Institute (EBRI), only 27% of retirees feel that they have done a good job of preparing for retirement. To help improve this statistic and educate Cleveland-area residents, Fidato Wealth, an independently owned and operated fiduciary financial advisory firm located in Middleburg Heights, announced a continuing education course, scheduled to begin later this month. The two-session course, titled Retirement Planning Today®, will be helFidato Wealth Announces Two-Night Retirement Planning Course
CFP Tony D'Amico to Teach Proven Financial Planning Strategies Through Highland Community Education
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Fidato Wealth offers comprehensive wealth planning services aimed at clients seeking to optimize their financial future. Their focus includes comprehensive retirement planning, family wealth management, wealth planning for executives, and business transition strategies. With a client-centered approach, they strive to empower individuals and familie... Read More
