Fusion Wealth Managers
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.
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Verified contacts
6
available on Kipplo
LinkedIn employees
6
11 to 50 range
Open roles
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no listings
Distinct roles
5
indexed titles
Tech stack
0
tools in use
Monthly traffic
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organic / mo
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Decision-makers and verified team members
6 contacts with verified email or phone · masked until revealed.
- GS
George Stroker
Vice President - Investments · Finance & Accounting
EmailPhone - JM
John Marshall Walsh
Registered Principal - Exec VP Investments & Financial Planning · Other
EmailPhone - MC
Michael Conte
Partner · General Business & Management
EmailPhone - TO
Thommy Obrien
Partner · General Business & Management
EmailPhone
Showing 4 of 6 verified contacts
Top roles at Fusion Wealth Managers
5 distinct titles indexed · top 5 shown.
- 2partner
- 1analyst
- 1owner
- 1registered principal - exec vp investments & financial planning
- 1vice president - investments
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