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Fusion Family Wealth, LLC
88 Froehlich Farm Boulevard, Woodbury, New York, United States
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About the Fusion Family Wealth, LLC
Fusion Family Wealth, LLC is a finance institution located at 88 Froehlich Farm Boulevard in Woodbury, New York, United States. They offer behavioral-based investment counseling designed to protect and enhance wealth. Their approach focuses on goal-focused and planning-driven investments, teaching clients to break from conventional wealth-management advice that fosters reactive behavior. Fusion counsels investors on the importance of patience, discipline, and faith in the future as key attributes of successful investors. As an independent, fee-only fiduciary advisor, they maintain objectivity and alignment with clients' best interests. Their strategies are targeted towards investors with liquid portfolios of at least $5 million, combining planning and wealth management experience. Fusion believes in developing a plan based on an investor's resources and objectives, rather than making educated guesses about market movements. They emphasize steadfast adherence to a plan designed to achieve goals regardless of short-term market fluctuations. To learn more about their behavioral investment counseling approach, visit their website or contact them at (516) 206-1320.
88 Froehlich Farm Blvd #401, Woodbury, NY 11797, United States
Reviews of Fusion Family Wealth, LLC
"My experience with Fusion has been upsetting. I recently withdrew my funds from their management. I invested a sizable chunk of my personal wealth a year and a half ago. I made no money in that period. Though the market nosedived in that time and started to recover this year, I netted zilch. Any gains in the investments went to pay their fees. Moreover, when reviewing the ETFs they invested my funds in, many were underperforming funds that returned significantly less than the S&P gains. Don't trust your money with Fusion. Jonathan, the owner, will get on the phone and talk your head off about how great your returns will be...but the facts don't show that. You're paying a lot of fees without much gain. They had not issued a trade on my account for several months when I took over my account. You're better off sticking your money in an ETF yourself; Fusion adds no value other than locking up your money if you are an erratic investor type. I originally posted this review in September 2023. I am editing the review to include that I am now being sued by the owner of Fusion for leaving this review. I was served the lawsuit about a month later."
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