ABOUT
Fusion Family Wealth
Fusion Family Wealth currently oversees more than $1 billion in assets between private individuals and families and 401(k) retirement plans.
Fusion Family Wealth’s Unique Philosophy
Long-term wealth pivots not on what one knows (intellect), but almost exclusively on what one does (temperament). Behavioral Investment Counseling, which focuses on regulating temperament, is countercultural in the investment world, but precisely what creates success over time.
Our mission is to enable investors to protect and grow their wealth by creating a robust plan that will allow them to retire comfortably, stay that way, and create legacy. According to the Williams Group wealth consultancy, the unfortunate reality is that 70% of wealthy families lose their wealth by the second generation and 90% lose it by the third. We believe this is simply because the majority of investors are guided by conventional wisdom-based approaches with little, if any, focus on addressing what we believe to be the dominant variable upon which success or failure will depend—investor behavior.
All successful investors are continuously acting on a plan based on one’s current situation and desired goals. All failed investors are focused on markets, short-term performance and current events, which leads to reactionary decisions that are harmful to their wealth.
"Volatility isn’t risk. It is simply sharp up-and-down temporary movements around a long-term, permanent uptrend. The only true 'risk' is running out of money."
Jonathan blau, CEO
Fusion Family Wealth is a fee-only fiduciary, meaning that we never receive a commission from an investment product and we resolve all conflicts in the best interest of our clients.
"Investors should be concerned with only one benchmark: their plan. Where are they versus where they expect to be and what must be done to address the gap."
Jonathan blau, CEO
Our clients’ assets are safeguarded by either Fidelity or Pershing—two of the largest financial custodians in the world. Client assets are protected at the same level as many of the largest brokerage firms, but without the conflict of having both the custodial/asset protection and advice roles played by the same firm.
Our mission at Fusion Family Wealth is to help investors succeed by combining our extensive knowledge of the financial markets with our expertise in investor PSYchology to achieve better FInancial outcomes. PsyFi®.
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.