Fusion Wealth Management Email Format
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
1-888-653-2347 
support@leadiq.com 
