About Fidus

Investment Strategies That Are The Definition of Trustworthy.

The fact you’re reading this tells us you’re curious if we have the experience to handle your financial goals. We’d like to think so — and your curiosity is precisely the type of trait we look for when partnering with a new client.

Our Practice’s Credentials

CERTIFIED FINANCIAL PLANNER^™ Practioner

Your investment strategy will be created to work in your best interests, free of conflict, and viewed through a holistic lens.

Certified Investment Management Analyst^®

Your investments will be built and managed by specialists in portfolio construction.

Chartered Retirement Plans Specialist^®

We understand how to adhere to complex compliance regulations, such as ERISA, and can develop investment options aligning with your company’s risk tolerance and demographics.

Chartered Retirement Planning Counselor^SM

We have real-world experience in retirement income strategies and other critical nuances pertaining to your life after work.

Our Firm’s Achievements

Dates as of 03/2024

chart showing general firm achievements such as 162 household clients, $100M Retail AUM, 15 portfolios managed, 15 businesses served and $50M Corporate AUM.

What More Do You Want to Know?

We’re armed with information to help you make significant progress towards financial achievement.

But numbers can seem so cold and impersonal, which is the exact opposite of how we’ll treat you and your aspirations.

As Our Client, You Can Expect Us To:

Earn your trust, every day (it’s how we got our name)
Invest alongside you
Be objective with every recommendation
Proactively manage your investments, hands on

Jason Zoch

CFP^® CIMA^® CRPC^™ CRPS^™

Managing Principal

Leah Beetz

Registered Client Services Associate

Investment and Insurance Products are:

Not Insured by the FDIC or Any Federal Government Agency
Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AL, AZ, CA, CO, CT, DE, FL, GA, HI, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, NC, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA, WI, WY). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

© 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

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