Fusion Wealth Management

Financial ServicesUnited States2-10 Employees

COMPREHENSIVE WEALTH PLANNING
Advanced Planning for Entrepreneurs & Top-Level Executives

What We Do:
Tax Planning | Wealth Protection Strategies | Maximizing Charitable Gifts | Making Sure Your Family Is Taken Care Of | Help Make Smart Decisions With Your Money | Retirement Planning

THE FUSION WEALTH DIFFERENCE
We help solve the financial challenges that are most important to our clients and their families. Acting as their family CFO, we serve as an extension of our client’s families. Our goal is to help our clients live an extraordinary life of significance.

We are a fiduciary, which means your needs come first. We are not incentivized to recommend specific investments, and we have zero proprietary product. That means it is about your goals and not the product.

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC
(www.finra.org; www.SIPC.org). Investment advisory services offered through Kestra Advisory
Services, LLC (Kestra AS), an affiliate of Kestra IS. Fusion Wealth Management is not affiliated
with Kestra IS or Kestra AS. Kestra IS and Kestra AS do not provide tax or legal advice. This
LinkedIn profile is published for residents of the United States only. Registered Representatives
of Kestra Investment Services, LLC (Kestra IS) and Investment Advisor Representatives of
Kestra Advisory Services, LLC (Kestra AS) may only conduct business with residents of the
states and jurisdictions in which they are properly registered. Therefore, a response to a request
for information may be delayed. Not all products and services referenced on this site are
available in every state and through every representative or advisor listed. For additional
information, please contact our Compliance department at 844-5-KESTRA (844-553-7872).
Investor Disclosures: www.kestrafinancial.com/disclosures. https://brokercheck.finra.org/

dgiannangelo@fusionwm.com

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