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Over 1,000+ young professionals are building wealth with our plans.

Our Offerings

Discover our unique solutions, tailored to meet your needs. Experience excellence and innovation with every service.

Essentials Plan

For foundational financial clarity.

Tailored Retirement Planning

Strategic Tax Optimization

Cash Flow Boost

Budgeting Support

Growth Plan

For building financial resilience.

Includes Essentials Plan features

Lending Liquidity Access

Survivability Score

Asset Growth Opportunities

Premium Growth Plan

For comprehensive wealth management.

Includes Growth Plan features

Asset Protection Strategies

Why Choose the Emerging Affluents Program?

Designed specifically for young professionals and entrepreneurs who are new to financial planning.
Empowering you to achieve financial independence and security without the guesswork.
Personalized strategies for every stage of your financial journey.

Why Choose Us

Empowering Emerging Achievers Like You to Master Their Finances.

Transform Earnings into Lasting Wealth.

Tailored financial planning for young professionals ready to secure their tomorrow.

Entrepreneurs | Executives

Help Make Smart Money Decisions | Protect Your Wealth | Mitigate Your Taxes | Take Care of Your Loved Ones | Make a Difference in the World

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Fusion Wealth Management is not affiliated with Kestra IS or Kestra AS. Investor Disclosures: www.kestrafinancial.com/disclosures. Check the background of this investment professional on FINRA’s BrokerCheck.

This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the Kestra IS Compliance Department.