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.
| Website | http://www.fusionwealthmanagers.com |
| Employees | 5 (3 on RocketReach) |
| Founded | 2007 |
| Address | 44 Wall St 12th Floor, New York, New York 10005, US |
| Technologies | |
| Industry | Financial Services, Investing, Wealth Management, Retirement Planning, 401Ks |
| Keywords | Boutique Investment Firm, Wealth Management, Financial Planning, Open Architecture, Investment Solutions, Proprietary Investments, Portfolio Management, Retirement Planning, Wealth Preservation, Estate Planning, Tax Optimization, Wealth Planning, Financial Services, Investment Strategies, Investment Advisory, Long-Term Investing, Financial Advisor, Asset Management |
| Competitors | Wealthfront, Betterment, Personal Capital, Vanguard, Fidelity Investments, Schwab Advisor Services, Morgan Stanley, J.P. Morgan, Raymond James, LPL Financial +42 more (view full list) |
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Michael Conte is the Partner of Fusion Wealth Managers.
3 people are employed at Fusion Wealth Managers.
Fusion Wealth Managers is based in New York, New York.