Our mission at Fusion Family Wealth is to help investors succeed by partnering with them to clearly define their short, intermediate and long-term goals. We are an independent firm providing investment management services and wealth planning strategies to investors and 401(k) plan sponsors. That independence allows us to offer you unfettered access to a world of resources without conflicts of interest.
*Please Note: The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement and the request and needs of the client. Fusion Family Wealth, LLC does not serve as an attorney, accountant, or insurance agent. Fusion Family Wealth, LLC does not prepare estate planning documents or tax returns, nor does it sell insurance products.