About Fidelity Capital Management, your financial advisory professional.

We are Fidelity Capital Management and we are a local, independent, and unbiased investment firm. We are investment advisors who can help you manage your assets for retirement. We are independent of any brokerage firm, therefore allowing us to better serve you and give you the investment recommendations based on what is best for YOU!

As an independent financial services firm, Fidelity Capital Management will never pressure you to acquire proprietary products or take unnecessary financial risks. We offer a variety of investment choices, products and services. We help you develop strategies and choose financial products and services that will help enable you to achieve your financial and retirement goals. With our deep industry knowledge, extensive resources, comprehensive wealth management services and established investment strategies, we will put you on a sound financial path.

A Message from Terry

At Fidelity Capital Management we are committed to working individually with each and every client to design a comprehensive financial plan that covers all aspects of pre-retirement and retirement.

Our aim is to become your investment professional for life. We take the time to get to know you and understand your goals, desires, and risk tolerance. We will create a financial plan tailored to your specific circumstances. We will implement sound wealth preservation and tax strategies and actively care about your investments. We will help you make decisions to help ensure the comfortable secure retirement you have earned for you and your loved ones.

It is our honor to be your trusted financial services professional for life.


Terry Dorrity


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