Solutions

Our Featured Solutions

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Retirement
Implementation

Your retirement can only be done one way: on your terms. Once you’re ready to retire, our team will help you put your retirement plan into action. We’ll assess your current financial picture and help you use your funds in the most efficient way based on your post-retirement goals.

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Investment
Management

We custom-build your investment account based on your individual needs and financial goals. Our goal-based approach takes into account both your long and short-term needs so we can develop the right solutions for you. We specialize in building custom portfolios that minimize tax liabilities and maximize your outcomes.

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Planning document

Legacy
Planning

Protecting the wealth you’ve accumulated is our top priority. Our expert consultants can guide you with asset protection to ensure that even when the unexpected happens, your wealth is protected. We also provide generational wealth transfer and estate planning services to ensure your financial plan meets your goals and to help you thoughtfully manage your legacy.

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Exclusive to Trust Company of North Carolina Customers

When you become a Trust Company of North Carolina customer you will have access to exclusive account benefits to help you grow your wealth. Open a Private Banking account to get our highest personal interest rates, free services, and loan discounts. You’ll also receive a suite of money-saving benefits with Fidelity Bank Perks powered by BaZing, the nation’s largest network of coupons and discounts.

Private Banking
couple talking to a wealth consultant

From Our Family to Yours

We tailor our solutions to each client’s individual financial needs. Learn more from our Chief Wealth Management Officer about how we work to help you achieve your goals.

What People Say About Us

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David & Susan S.
Private Banking
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Janie G.
Planning & Advice
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N. H.
Wealth Management
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Private Banking

We moved our entire banking, Trust, and Investment relationship after being with another institution for 20 years. Best move ever for us. We like the one-on-one client experience. We feel secure with our wealth consultant, especially during turbulent times.

- David & Susan S.

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Planning & Advice

I’ve worked with my wealth consultant for over 10 years through various stages of my financial life. I’ve been given guidance for my investments through a complete financial plan which helped me uncover insurance needs that had to be addressed. I would highly recommend Trust Company of North Carolina to anyone seeking financial advice and guidance.

- Janie G.

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Wealth Management

My wife and I have found the Wealth Management services at Fidelity Bank to be exactly what we have been looking for as we have been approaching retirement in this volatile investment market. We could not be more pleased with how the Wealth Management group at Fidelity Bank has been focused on our needs and been able to successfully minimize the negative affects to our portfolio during the current financial market’s downturn.

- N. H.

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Frequently Asked Questions