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VerifiedFinancial Services· Founded 2007

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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HeadquartersNew York, United StatesEmployees6(11 to 50)Founded year2007Websitefusionwealthmanagers.comLinkedIn profileLinkedIn

Verified contacts

6

available on Kipplo

LinkedIn employees

6

11 to 50 range

Open roles

no listings

Distinct roles

5

indexed titles

Tech stack

0

tools in use

Monthly traffic

organic / mo

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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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