Professional financial accompaniment with your values at the forefront 

Our approach 

Since 2005, our Fidelis Wealth Planning team has guided clients in their financial journeys through a strategic, moral lens. This approach focused primarily on investment management, where the Wallick Investments team designed portfolios for clients in a way that generated strong returns while aligning with traditional faith-based values. In the present day, our team has built on to this service with comprehensive financial planning and small business consulting. We approach the financial life always remembering that our gifts are to be used for higher goods.