Phoenix Wealth Playbook
FAQs
A Phoenix-based financial planner understands state-specific tax laws and wealth-building strategies that national advisors might overlook, offering personalized, high-impact planning.
Strategic tax planning can reduce your annual liability, grow your investments tax-efficiently, and protect your estate from excessive taxation.
Market volatility, rising interest rates, and potential tax law changes pose major threats. Without a proactive plan, families risk overexposure and diminished legacy wealth.
Fusion Wealth Management uses a proprietary five-pillar framework to align tax, growth, risk, and legacy strategies into one seamless, personalized plan.
Yes. With potential tax law changes on the horizon, 2025 is a critical time to reassess and optimize your financial plan to avoid future losses.
What’s at Stake When Entrepreneurs Delay Strategic Financial Planning
In today’s volatile markets and ever-evolving tax landscape, even the most successful entrepreneurs are financially exposed. The hard truth? Scaling a business doesn’t automatically scale your personal wealth. Without expert advice, you risk overpaying taxes, underestimating risk, and missing key legacy opportunities.
Before the window closes, a money advisor can realign your personal finances to match your business trajectory. You built something remarkable—now protect it.
The Role of a Money Advisor for Entrepreneurs
A money advisor—especially one experienced in the entrepreneurial lifecycle—serves as your strategic partner in:
- Wealth protection: Shielding personal and business assets from lawsuits, market downturns, and taxation.
- Tax strategy: Designing advanced structures that convert income into generational capital.
- Retirement planning: Building post-exit strategies that preserve lifestyle and legacy.
- Investment management: Diversifying beyond the business without diluting opportunity.
- Family wealth transfer: Crafting succession plans and estate plans.
"Most high-income families overlook how fast their wealth can erode without intentional planning." — Dustin Giannangelo, CEO of Fusion Wealth Management
The 2025 Financial Planning Framework for Entrepreneurs
Priority | What You Must Address | Why It Matters |
1. Entity Structure | Optimize LLCs, S-Corps, and trusts | Minimize taxes, maximize control |
2. Income Diversification | Separate business cash flow from personal liquidity | Reduce dependency on business outcomes |
3. Risk Management | Insurance layering + asset protection trusts | Prevent wealth wipeouts |
4. Exit Strategy | Timeline + tax mapping | Capture full value when selling or stepping back |
5. Legacy Design | Philanthropic + estate frameworks | Ensure impact beyond your lifetime |
Why Generic Advisors Fall Short for Founders
Traditional advisors often lack the depth to handle complex entrepreneurial finances. They focus on mutual funds. You need multi-entity coordination, tax deferral strategies, and capital event planning.
Dustin Giannangelo has advised top-level executives and founders for over 18 years, combining investment insight with high-stakes strategic planning. At Fusion Wealth Management, he leads a team that tailors each plan for growth-minded entrepreneurs.
Explore how Fusion Wealth Management partners with business owners.
Planning for Future Family Wealth: A Legacy Beyond Net Worth
Legacy is more than passing down money. It’s about transferring wisdom, values, and the infrastructure for future generations to thrive.
With the right financial plan:
- Your children avoid inheritance pitfalls.
- Your family values stay tied to capital.
Philanthropy becomes a vehicle for meaning.
Before the tax code shifts again, secure your legacy with durable structures and vision-driven planning.
The Future of Wealth: Personalized, Proactive, Protected
Entrepreneurial wealth isn’t passive—it’s earned and should be protected with equal rigor. The 2025 landscape will reward those who:
- Act before markets shift
- Think beyond business liquidity
- Embrace proactive wealth planning
Your business may be the engine. But your personal financial strategy? That’s the legacy vehicle.
The Bottom Line
If you’re an entrepreneur earning over $400K/year or preparing for a liquidity event, now is the time to partner with a money advisor who understands the entrepreneurial psyche—and knows how to translate business success into generational security.
Learn more: Fusion Wealth Management
Disclaimer: The information provided in this blog is intended for informational purposes only and should not be construed as financial, tax, or legal advice. We recommend consulting with a qualified financial advisor or tax professional to discuss your specific financial circumstances and retirement planning needs.