Fusion Wealth Managers

Financial Services - New York, NY, US

Fusion Wealth Managers Employees
Scott Burgess

Director - Investments

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David Ward

Senior Project Analyst

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John Walsh

Registered Principal - Exec VP Investments & Financial Planning

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Scott B.

Director - Investments

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Fusion Wealth Managers Details

Fusion Wealth Managers, combines the benefits of a boutique investment firm, with the resources of a large financial institution. We offer proprietary investment solutions, open architecture, personalized wealth plans, and unparalleled customer service. Our products and services cover virtually every gamut of the investment arena, from asset management to financial planning to insurance to alternative investments thus providing our clients a one stop shop for all their financial needs. Through our rigorous wealth planning, Fusion Wealth Managers creates for clients an unbiased/unemotional and disciplined approach to wealth creating, management and preservation. Using our Risk Profiler and in depth one on one consultations, Fusion Wealth is able to craft an investment strategy tailor made to each and every client's unique needs and circumstances.

Fusion Wealth Managers logo, Fusion Wealth Managers contact details
Employees: 20 - 49
HQ: 212-661-2022
Location: New York, NY, US
Revenue: 1 - 2.5 Million
Investing Wealth Management Retirement Planning 401Ks Financial Services Financial Advisory Services

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