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William Fielitz

William Fielitz

Principal at Chatham Capital Group, Inc.

Savannah, GA , United States

About

William J. Fielitz, CHFC®, CFP®, is a Principal at Chatham Capital Group, Inc. in Savannah, GA, where he leads in the areas of financial planning and portfolio management for high-net-worth individuals, families, and charitable entities. With over two decades of investment experience, Bill is integral to Chatham's executive decision-making team, leveraging sophisticated investment strategies and technology to meet complex client needs and deliver long-term value.

Bill's focus encompasses a wide range of asset classes, including equities with a particular expertise in uncovering value opportunities in small-cap companies, as well as fixed income and custom portfolio solutions tailored to client objectives. His approach is rooted in identifying under-the-radar investment prospects and efficiently distilling complicated financial situations into actionable strategies.

Prior to joining Chatham in 2003, Bill served as a Financial Consultant with A.G. Edwards and Prudential Securities, building a foundation in client advisory and investment management. He holds a Bachelor of Arts in Finance from Birmingham-Southern College and maintains both Chartered Financial Consultant (ChFC®) and Certified Financial Planner (CFP®) designations, underscoring his commitment to professional excellence and client education.

Career History

OrganizationRoleDate RangeDetails
Chatham Capital GroupPrincipalSep 2003 to Present
A.G. EdwardsFinancial ConsultantJan 2000 to Sep 2003
Prudential SecuritiesFinancial ConsultantJan 1997 to Jan 2000
Haverty's FurnitureManagementNov 1992 to Aug 1997
St. Louis Cardinals OrganizationBaseball PlayerMay 1989 to Sep 1992

Education

Birmingham-Southern College

BA, Finance

1985 1989

Skills & Expertise

Alternative Investments
Wealth Management
Financial Advisory
Strategic Financial Planning
Series 63
Investment Strategies
Portfolio Management
ETFs
Investments
Financial Modeling
Retirement
401k
Investment Advisory
Asset Allocation
Mutual Funds
Series 7
Retirement Planning
Equities
Investment Management
Asset Managment

Others at Chatham Capital Group, Inc. (4)

NameRoleLocation
F
Frederick Muller
PrincipalSavannah, GA , United States
J
Jason Allen
PrincipalHilton Head Island, SC , United States
Philip Palmer
Philip Palmer
PrincipalSavannah, GA , United States
T
Ted Muller
Principal ConsultantSavannah, GA , United States