The questions,answered plainly.

For most successful families, the honest answer is: no one. A CPA files, an attorney drafts, a manager invests — and connecting them falls to you. That's the weight Fusion lifts: one architect supporting your whole picture — a single written plan, every specialist coordinated around it, every decision brought into full view before you make it. You stay in command. We keep it connected.

Most advisors manage a piece of your wealth — usually the investments — and respond when you call. Fusion is accountable for the whole of it: one written plan spanning investments, tax, protection and estate, your CPA and attorney coordinated around it, and every major decision weighed against the full picture before it's made. That's the difference between having advisors — and having a plan.

No. The first conversation is about your goals and the gaps in your current plan — not your account balances. If we're the right fit, we'll show you exactly what we'd do and why. If we're not, we'll tell you that too. Nothing moves unless moving it serves the plan.

You get one point of contact for your entire financial world. We deliver a written plan within six months, then coordinate your CPA, attorney, banker and insurance advisors around it — keeping each aligned so their work stays in sync.

Dustin Giannangelo is your single point of contact, and the architect of your plan. A specialist team works behind him — planning, analysis and service — so the work is thorough, the relationship has continuity over decades, and nothing ever depends on one person's calendar.

A deliberately limited number. That capacity discipline is exactly what lets every relationship receive the depth, responsiveness and proactivity the single-command model requires — which is why new relationships begin by introduction.

Yes. Ideally we begin 18 to 24 months before a sale — strengthening valuation, planning around the tax impact, and turning a one-time liquidity event into lasting family wealth.

We bring RSUs, options, ISOs, ESPP and deferred comp into one tax-aware plan, and diversify concentrated positions deliberately — inside blackout windows and a 10b5-1 schedule — to cut single-company risk without an avoidable tax hit.

With structure and readiness: the trusts, titling and tax strategy that preserve capital, plus the heir education and family governance that prepare the next generation to steward it rather than spend it.

A dedicated family office rarely pays for itself below nine figures — full-time staff, seven-figure running costs. What most successful families actually need is family-office-style coordination: one architect running investments, tax, protection and estate as a single plan. That is precisely what Fusion provides — the discipline of a family office, without the overhead of one.

We don't publish a minimum. Fusion is built for a certain caliber of wealth — the kind that has outgrown any single advisor: a business or equity compensation, multiple entities, real tax complexity, an estate that matters. If coordinating it all has become a job in itself, you're exactly who we serve.

In writing, before we begin. You'll know exactly what you'll pay and exactly what you'll receive — reviewed openly, revisited as your situation changes, and structured so our advice answers to your plan rather than to a product. We walk through the specifics in the first conversation.

Both are laid out plainly on our Standards & Fit page: Dustin’s public FINRA BrokerCheck record, the institutional oversight behind every account (Kestra IS, member FINRA/SIPC), and how fees are agreed — in writing, before we begin. Straight answers are part of the standard.

Yes — anticipation, not reaction, is the entire point. We maintain defined protocols for the events that reshape a financial life: a liquidity event, a death, a divorce, a birth, a health crisis, or a change in the tax law. We reach out ahead of the deadlines, so the right moves are made in time.

We're your first call. A downturn, a stalled deal, a personal crisis — we're a steady, prepared partner already at your side, answering every inquiry within one business day.