Fidelis Capital Partners

Fidelis Capital Partners is an advisor-owned wealth management firm based in Tampa, Florida, United States, that provides comprehensive financial advisory services to ultra-high-net-worth individuals, organizations, and families. Operating as an SEC-registered investment adviser, the firm generates under $5 million in annual revenue and maintains a boutique operational scale with a dedicated staff of fewer than 25 employees. The organization coordinates specialized financial teams to manage complex estates and legacies, drawing on over 425 years of collective private banking experience across its leadership. Prior to establishing the independent advisory firm, the executive team gained significant institutional experience managing client assets at major financial institutions, specifically including Wells Fargo and Bank of America. Fidelis Capital Partners was founded by a core group of wealth management professionals including Rick Simonetti, Matthew Ellis, Matt Michaels, Neale Ellis, and Paul J. Ayotte.