Fusion Wealth Management Email Format

Financial ServicesArizona, United States2-10 Employees

Fusion Wealth Management operates in the financial services sector, offering comprehensive wealth planning that centers on tax planning, wealth protection, charitable giving, family governance, and retirement decisions. Positioned as a fiduciary, the firm emphasizes client needs over products, acting as an extension of clients’ families to help them pursue meaningful, high-impact goals. The firm serves entrepreneurs and top-level executives, aiming to address the financial challenges that matter most to these individuals and their families.
Based in Phoenix, Arizona, Fusion Wealth Management describes its approach as acting like a family CFO, with services delivered through registered representatives and investment advisory relationships facilitated by Kestra entities. The company highlights its independence from proprietary products and its focus on aligning financial decisions with client objectives, while noting regulatory disclosures and the need to register in applicable states.

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