Articles by Rick Simonetti

Rick Simonetti is a deeply experienced expert on integrating wealth planning, family dynamics and tax management into financial decisions and advice. He is a co-founder of Fidelis Capital, an adviser-owned wealth management firm focused on simplifying the investment and planning needs of ultra-high-net-worth individuals, families and institutions. His visionary leadership is guided by nearly 35 years of industry experience.

He most recently spent 22 years at Wells Fargo Private Wealth Management, where he departed as Senior Managing Director, Southern Region, and National Head of Wealth Planning. Prior to Wells Fargo, he was a Senior Tax Manager at Deloitte for 11 years.

Rick is a former Certified Public Accountant (CPA) and holds a Bachelor of Science in Accounting from Ohio State University. He is a member of the American Institute of Certified Public Accountants and the Ohio Society of Certified Public Accountants.

Email: rick.simonetti@fideliscapital.com | Website: fideliscapital.com | LinkedIn

Latest articles by Rick Simonetti

Two women collaborate using a laptop in a modern office

Setting Up a Business: The End Is a Very Good Place to Start

It may seem crazy to start a business with the end in mind, but thinking about your exit first will have tax benefits and ease crisis management down the line.