Fidato Wealth

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Fiduciary Driven Retirement Planning and Wealth Management Fidato Wealth specializes in comprehensive wealth management and Financial Services.

We can help evaluate your financial situation, develop a financial plan, and educate you on your options. Retirement is a ways off, but planning for your future isn’t. We’ll give you the comprehensive, unbiased advice and planning you need to make sure you’re on your way. We offer No Fee and No Obligation consultations. Learn more at http://fidatowealth.com/!

10/16/2026

Chances are, you want to pass along some of your property, assets, and wealth to your heirs. CEG Insights research finds that nearly 60% of affluent investors say living a life of significance means taking care of the people they value. It’s also likely that you want the process to be smooth, clear and easy—with kids, grandkids and other inheritors walking away pleased.

Too often, family members disagree over inheritances. The good news: This month’s Flash Report from Fidato Wealth, “Help Your Heirs Avoid Family Conflicts About Your Estate,” outlines steps you can take today to help prevent or minimize issues among your heirs.

09/29/2026

Register now for a special Retirement Planning Today® course hosted by Fidato Wealth, offered through The Center for LifeLong Learning at Lorain County Community College. This in-person educational course has two different sessions to choose from:

Session 1: Thursdays, October 15th and 22nd from 6-8:30pm at Ehrnfelt Recreation & Senior Center in Strongsville, Ohio
Session 2: Tuesdays, October 20th and 27th from 6-8:30pm at LCCC Main Campus in Elyria, Ohio

Even if you've attended our course in the past, consider joining us again. The course has evolved significantly since its inception in 2011. Tuition is only $59 and includes a 200+ page digital book. During this educational course, all examples will be noncommercial, and no specific financial products will be discussed or sold.

This course has been designed for those ages 50 and over who wish to educate themselves about planning for a successful . This course will help you determine if you are on track to accomplish your , and provides comprehensive, objective knowledge you can easily apply to your situation. This course not only covers fundamental planning topics, but also advanced on how to integrate , , , strategies, and for the most ideal outcome.

Click here to learn more:https://files.constantcontact.com/c01238bf101/2a2f7541-0247-4a1d-a395-d84aec94b1e7.pdf

Click here to register for Session 1: https://lcccnoncredit.pdx.catalog.canvaslms.com/browse/clll/courses/retirement-planning-today-strongsville-oct-15-2026

Click here to register for Session 2: https://lcccnoncredit.pdx.catalog.canvaslms.com/browse/clll/courses/retirement-planning-today-oct-20-2026

09/22/2026

Register now for a special Retirement Planning Today® course hosted by Fidato Wealth, offered through The Center for LifeLong Learning at Lorain County Community College. This in-person educational course has two different sessions to choose from:

- Session 1: Tuesdays, October 6th and 13th from 6-8:30pm at Ehrnfelt Recreation & Senior Center in Strongsville, Ohio
- Session 2: Thursdays, October 15th and 22nd from 6-8:30pm at Ehrnfelt Recreation & Senior Center in Strongsville, Ohio

Even if you've attended our course in the past, consider joining us again. The course has evolved significantly since its inception in 2011. Tuition is only $59 and includes a 200+ page digital book. During this educational course, all examples will be noncommercial, and no specific financial products will be discussed or sold.

This course has been designed for those ages 50 and over who wish to educate themselves about planning for a successful . This course will help you determine if you are on track to accomplish your , and provides comprehensive, objective knowledge you can easily apply to your situation. This course not only covers fundamental planning topics, but also advanced on how to integrate , , , strategies, and for the most ideal outcome.

Click here to learn more:https://files.constantcontact.com/c01238bf101/4f7cfc1e-1bac-43a7-bad2-c79586d387c0.pdf

Click here to register for Session 1: https://lcccnoncredit.pdx.catalog.canvaslms.com/browse/clll/courses/retirement-planning-today-strongsville-oct-6-2026

Click here to register for Session 2: https://lcccnoncredit.pdx.catalog.canvaslms.com/browse/clll/courses/retirement-planning-today-strongsville-oct-15-2026

09/16/2026

Register now for a special Retirement Planning Today® course hosted by Fidato Wealth, offered through Highland Community Education. This in-person educational course has two different sessions to choose from:

Session 1: Thursdays, October 1st and 8th from 6-8:30pm at Highland High School in Medina, Ohio
Session 2: Tuesdays, October 6th and 13th from 6-8:30pm at Ehrnfelt Recreation & Senior Center in Strongsville, Ohio

Even if you've attended our course in the past, consider joining us again. The course has evolved significantly since its inception in 2011. Tuition is only $59 and includes a 200+ page digital book. During this educational course, all examples will be noncommercial, and no specific financial products will be discussed or sold.

This course has been designed for those ages 50 and over who wish to educate themselves about planning for a successful . This course will help you determine if you are on track to accomplish your , and provides comprehensive, objective knowledge you can easily apply to your situation. This course not only covers fundamental planning topics, but also advanced on how to integrate , , , strategies, and for the most ideal outcome.

Click here to learn more:https://files.constantcontact.com/c01238bf101/e18eab49-47e9-4a37-8594-232d91321f73.pdf

Click here to register: https://www.rsvp.courses/Register/AttendeeInfo/BW12E1?x=6ad3e8aa-bcc0-4ef3-abb7-8c9cc88f4a9f&mailOrderVisitID=3878306&force=True&fmtForce=False&utm_campaign=FMT-22300&utm_source=RSVP&utm_medium=Brochure&utm_content=RPT%20Lockup%20Bright%20Blue

09/15/2026

In our experience, the wealthy sometimes feel that they are targeted by unjust lawsuits and litigation. Indeed, you may very well know someone in your life who has been sued. Maybe it was you! That means you should consider taking steps to protect the assets you’ve worked so hard to build from being unjustly taken. This month’s Flash Report from Fidato Wealth, “Don’t Needlessly Put Your Wealth at Risk,” offers ideas for doing exactly that.

07/16/2026

Year-end reviews often occur when you’re already dealing with holiday tasks and annual work deadlines. This month’s Flash Report from Fidato Wealth, “Start Your Summer with a Midyear Financial Checkup,” highlights the benefits of reviewing your wealth plan in July—and what should go into that review.

06/15/2026

We all know how important our health is, but we don’t always make it a top priority. Given our very busy lives, it can be easy to set healthy choices and routines on the back burner, and wait until there’s a real problem before we give our health the attention it deserves.

This month’s Flash Report from Fidato Wealth, "A Common Sense Guide to Heart Health," spells out the specific steps that can keep us as healthy and as active as possible—for as long as possible. I hope you and your family can incorporate its recommendations to achieve the quality of life you deserve.

05/19/2026

Too many of us put our work first and our lives second—and end up with little to no time for ourselves, our health, our families and all the other aspects of life that really matter to us. But it doesn’t have to be that way.

In this month’s Flash Report from Fidato Wealth, "Reclaim Your Time: Finding the Right Work-Life Balance," you’ll discover actionable steps you can take to prioritize the people you care about most—and build impenetrable walls around yourself that empower you to live a fuller, more meaningful life. You’ll also see how putting yourself first can actually lead to more success and wealth.

If you’re constantly overcommitted to work or other types of professional responsibilities—or if someone you care about is—I urge you to read this valuable report.

04/15/2026

Success can come with a major downside: It can make you a potential magnet for frivolous and unfounded lawsuits as well as other attacks that can wreak havoc on your financial health and stability. This month’s Flash Report from Fidato Wealth, “A Wall Around Your Wealth: The Importance of Asset Protection,” reveals four key action steps you should consider taking to help safeguard the wealth you’ve worked so hard to build. Find out more below:

03/16/2026

If you’re like many investors, you may feel you’re in a kind of tug-of-war between two financial goals: 1) leaving money to your heirs and 2) benefiting organizations that are meaningful to you and that help people who need it.

This month’s Flash Report from Fidato WealthFidato Wealth, “Charitable Lead Trusts Can Help You To Help Many,” examines one philanthropic tool that can potentially help you strike the right balance for you between those two objectives. Read the full report below:

Address

7530 Lucerne Drive, Suite 400
Middleburg Heights, OH
44130

Website

http://fidatowealth.com/

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