401(K) ADVISORY GROUP

Fusion Wealth Management, combines the benefits of a boutique investment firm, with the resources of a large financial institution. We offer proprietary investment solutions, open architecture, personalized wealth plans, and unparalleled customer service. Our products and services cover virtually every gamut of the investment arena, from asset management to financial planning to insurance to alternative investments thus providing our clients a one stop shop for all their financial needs.
 
 
Don Burgess, CFA - 401K Advisory Services
 

Don Burgess’ investment analytical credentials were built upon a foundation of an extensive C-Suite corporate career, primarily with Fortune 500 companies. His corporate position experiences include  Chief Marketing Officer, Chief Financial Officer, Vice President of Sales and Marketing, Group Director of Marketing and division President. Before joining Fusion in 2013, he provided portfolio management and investment consulting services for ten years.
 
Don has a Master’s degree in Finance from Wayne State University. He is a Chartered Financial Analyst and member of the CFA Society of South Florida. He resides in Parkland, Florida with his wife Toni.

 


 

ABOUT US

INVESTMENT SERVICES

HOW TO REACH US

Coral Springs 

7301 Wiles Rd

Suite 104

Coral Springs, FL 33067

Ph: (954) 345-2888

Em: info-coralsprings@fusioninvest.com

Dallas

100 Crescent Court

Suite 700

Dallas, TX 75201

Ph: (214) 270-2171

Em: info-dallas@fusioninvest.com

 

Fusion Analytics Investment Partners LLC is an SEC Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Fusion Analytics Investment Partners LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Fusion Analytics Investment Partners LLC unless a client service agreement is in place

 

To obtain more information about Fusion's Advisors click here 

 

 

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