Fidelity Wealth Services

Fidelity Wealth Services Program Fundamentals Fidelity Personal and Workplace Advisors LLC. 245 Summer Street, V2A. Boston, MA 02210. March 26, 2021. This wrap fee program brochure provides information about the qualifications and business practices of Fidelity Personal and Workplace Advisors LLC ( FPWA ), a Fidelity Investments company, as well as information about Fidelity Wealth Services . Throughout this brochure and related materials, FPWA refers to itself as a registered investment adviser or being registered. These statements do not imply a certain level of skill or training. Please contact us at with any questions about the contents of this brochure. The information in this brochure has not been approved or verified by the United States Securities and Exchange Commission ( SEC ) or by any state securities authority. Additional information about FPWA is available on the SEC's website at S U M M A R Y O F M AT E R I A L C H A N G E S.

losses, analyzing tax lots, and managing exposure to mutual fund distributions. Certain qualified Wealth Management and Private Wealth Management Program Accounts can be managed in a coordinated fashion using tax-smart asset location strategies to position assets within the type of account that could help enhance marginal federal after-tax returns.

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