Behavior
Fusion Family Wealth teaches clients how to break from conventional wealth-management advice that fosters continually reactive behavior instead of continuously acting on a custom-tailored plan designed to achieve their goals.
Patience
Fusion counsels investors on the importance of patience, discipline and faith in the future as among the dominant attributes of all successful investors. The industry generally counsels a radically different approach, encouraging investors to react to constantly changing, mostly irrelevant and always unpredictable market movements, current events and economic forecasts. We believe the industry’s general approach must eventually cause investors to fail.
Objectivity
As an independent, fee-only fiduciary advisor, we maintain complete objectivity and independence to ensure total alignment with our clients’ best interests. We never earn a commission, so the only way we do better is if our clients do better. Unlike the culture in many large brokerage firms, our interests and those of our clients are always aligned.
