A Fusion of Experience and Commitment

At Fusion, we may be single-minded in our focus and dedication to providing innovative financial solutions with the highest level of personal service to our clients, but our thinking comes from a diverse set of backgrounds and educational experiences. Our team has been working together, on average, for ten years, sharing ideas, debating new viewpoints and challenging consensus opinions. This cohesiveness has resulted in a dynamic approach to delivering outstanding client service and to developing goal-oriented strategies that are custom-tailored to each client’s needs.

Four of our team members have advanced degrees and two have multiple advanced degrees, covering everything from law to accounting, taxation and finance. Our clients – especially accounting and law firms – know that when they call Fusion, they will reach someone who understands the important tax and estate-planning considerations that impact their clients’ planning needs and who understands them. This is a big differentiator for Fusion’s clients, and something in which we take a lot of pride.