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Resources

For your conveniences, FIDES Wealth Strategies Group offers a broad range of financial education tools and resources. Click on the links to learn more.

Financial Planning Forms

Disclosure Documents

Financial Calculators

Financial Education Video Library

Useful Website Links 

Scam Watch

FIDES 2020 Brochure

The Impact of Having a Written Financial Plan

Office

7676 Hazard Center Dr. Suite 1050
San Diego CA 92108

Contact Info

Info@FIDESWealth.com
P: (619) 546-6012
F: (619)546-6211
TF: (800)368-0201

   

Schedule an Appointment with your Personal CFO

Christopher Rand, Marc Gallo, Ryan Davis, and Carol Ann Donahue offer investment advisory services through WCG Wealth Advisors (WCG), an SEC Registered Investment Advisor. The Wealth Consulting Group and FIDES Wealth Strategies Group are Separate entities

WCG Form CRS

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