Profusion Private Wealth Information

We are a Registered Investment Advisory Firm with integrated real estate investment management and development capabilities. At Profusion, we specialize in all aspects of protecting, managing, building and transitioning wealth for high net-worth individuals. We are focused on working intricately with subject matter experts in estate planning, taxation and a variety of other proficiencies to deliver a concierge level of service, industry expertise, and lifestyle that provides clients with a seamless experience throughout their financial life-cycle. Our advisors are bound to a Fiduciary Standard that was established in the Investment Advisors Act of 1940. It stipulates that an advisor must act in the best interest of the client, maintain a duty of loyalty and care and disclose any potential conflicts of interest. Specifically, the advisor is also prohibited from making trades that may result in higher commissions for the advisor or their firm, and strive to trade securities with the best combination of low cost and efficient execution.