Fidato Wealth

Fidato Wealth, located at 7530 Lucerne Drive in Middleburg Heights, Ohio, is a finance institution that specializes in providing comprehensive wealth planning services. Whether you are preparing for retirement, managing investments, or looking to optimize your financial future, Fidato Wealth is dedicated to empowering you to make smart money decisions.

Our client-centered approach focuses on helping families experience their best and most meaningful life, by offering multi-disciplinary wealth management services that go beyond just managing assets. For executives with significant investable assets, we provide comprehensive financial planning that covers key areas such as tax planning and executive benefits packages.

Business owners can also benefit from our services, whether it's helping to grow their business, optimize succession or exit plans, or ensure lifestyle sustainability after a business sale. We provide guidance to help achieve your vision for your business and your life.

At Fidato Wealth, we offer sound investment management, comprehensive financial planning, advanced wealth strategies, and integrated wealth management services to help you reach your financial goals. Our educational resources are designed to provide insights and strategies for greater financial clarity, confidence, and success.

Fidato Wealth LLC is an SEC Registered Investment Adviser, offering advisory services to clients where licensed or exempt from licensure. Please note that investing involves risk and potential loss of capital, and no advice can be given without a client service agreement in place. Visit our website for additional important disclosures.