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You Only Get One Chance
to Retire Well.

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Get the Important Decisions Right.


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Our Services

Retirement comes with important decisions about income, investments, Social Security, and the savings you have spent decades building. We help bring those decisions together into a clear strategy designed around your goals, priorities, and life in retirement.


Retirement Income Planning

Turning a lifetime of savings into dependable retirement income requires careful planning. We help coordinate withdrawals, Social Security decisions, investments, and other income sources so you can better understand how your money may support the retirement you envision.

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Investment Management

Your investment strategy should support your retirement goals without creating unnecessary confusion or stress. Portfolios are built and managed around your time horizon, income needs, risk tolerance, and long-term financial plan.

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Retirement Account Rollovers

Changing jobs or retiring can leave you with an important decision about an employer-sponsored retirement account. We help you understand the available choices, compare their features and considerations, and determine which approach fits your broader retirement strategy.

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Financial Organization & Account Consolidation

Retirement accounts and investments can become scattered across employers and financial institutions over time. We help organize your financial picture and evaluate opportunities to simplify your accounts and create a more coordinated strategy.

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Ongoing Financial Planning

Retirement planning does not end when you retire. We review your strategy as markets, laws, family needs, and personal goals change, helping you make informed decisions throughout retirement.

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Matt Fusano

Matt Fusano

Founder & Financial Advisor

Matt Fusano helps individuals and families make informed financial decisions as they approach and move through retirement. His work centers on creating clear retirement income strategies, managing investments within a broader financial plan, and helping clients understand important choices involving retirement accounts.

Matt primarily serves professionals, business owners, retirees, and families who want a more organized approach to their financial lives and a long-term relationship with an advisor who understands their goals.

His approach is personal and straightforward: explain the options clearly, bring the different pieces of retirement together, and help each client move forward with greater confidence.

Matt lives in Utah with his family and enjoys staying active, sports, and traveling with his family.

Target Audience

Typical clients include professionals, business owners, and families preparing for the transition from accumulating wealth to using their savings to support retirement.

Fusano Private Wealth works best with individuals and families who:

Are within 5–10 years of retirement

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Have $250,000 or more in investable assets

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Want a clear financial plan for retirement

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Prefer a long-term advisory relationship

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Are interested in simplifying and organizing their financial lives

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Fusano Private Wealth

5 Ways to Stay Confident in Retirement

5 Ways to Stay Confident in Retirement

Use this guide to begin evaluating your income, investments, retirement accounts, and overall readiness for the transition ahead.

Learning Library

Explore articles, videos, and calculators designed to help you better understand retirement, investing, Social Security, and other important financial decisions.

Resource Center
AI Tools Changing Retiree Entrepreneurship

AI Tools Changing Retiree Entrepreneurship

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The Sequence of Returns

The Sequence of Returns

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Insuring Your Second Home

Insuring Your Second Home

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Critical Estate Documents

Critical Estate Documents

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TAKING THE FIRST STEP
Start the Conversation

You have spent decades building your retirement savings. Before making decisions that may shape the next phase of your life, it can help to get a clear second opinion.

An introductory conversation gives us an opportunity to discuss your goals, review the questions on your mind, and determine whether Fusano Private Wealth may be a good fit for you.

Our History


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