Our Firm

Fusion Tax and Wealth Management is a a full-service comprehensive financial planning firm committed to helping our clients pursue their financial goals. We have spcialized experience in Income and Estate Tax Planning. We believe you will be better able to identify your goals and make sound decisions by committing to the financial planning process.
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Mission Statement

To Be Recognized as a Premier, Multi-Disciplined, Tax and Wealth Management Firm Which:

Contributes to the Prosperity and Financial  confidence of our Clients…

Assists Clients in Achieving their Financial Goals and Dreams…

We strive to delight our clients develope and maintain their financial plans using creative financial strategies that are tax efficient and meet our client's financial dreams and goals. We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.

Please call us or fill out the contact card if you have any questions about our firm or the range of services we provide. (503) 688-7288