Family Wealth Protection For Entrepreneurs & Executives

Protect Your Wealth

Are you concerned about protecting your hard-earned money from potential threats? Lawsuits, illnesses, and even divorce can jeopardize your financial stability. Don’t wait for a surprise. Having a proactive asset protection plan protects your assets and your loved ones’ future.

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How can I better protect the wealth I have worked so
hard to build?

More than 98% of our clients were unaware of significant risks to their wealth. Our asset protection discovery process detects vulnerabilities before they cause problems.

I have a trust and/or an LLC. Doesn’t that mean I am protected?

Trusts and LLCs have advantages, but proper structure is required for maximum asset protection. We stress-test your existing plans to ensure they are effective in protecting your wealth.

Our process

We collaborate with you to identify potential risks to your financial security and devise solutions to mitigate those risks and optimize your asset protection strategy.

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Provided Solutions

Risk management is often overlooked when developing a financial plan. We ensure that your asset protection plan is comprehensive and protects your financial future.

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.