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Helping Individuals & Families
Build a Clear Financial Plan


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Our Services


Retirement Income Planning

Transitioning from saving for retirement to generating reliable income requires careful planning. Matt works with clients to create structured strategies for retirement withdrawals, evaluate Social Security timing, and build plans designed to support long-term financial stability.

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Investment Management

Investment portfolios are managed with a disciplined, long-term approach aligned with each client’s goals, risk tolerance, and time horizon. Investment decisions are guided by financial planning principles rather than short-term market fluctuations.

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Retirement Account Rollovers

Career changes and retirement often create important decisions regarding employer-sponsored retirement plans. Matt helps clients evaluate their options and transition retirement assets into a coordinated long-term strategy.

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Financial Organization & Account Consolidation

Many families accumulate financial accounts across multiple institutions over time. Matt helps clients simplify their financial lives by organizing and consolidating accounts into a clear and coordinated strategy.

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Ongoing Financial Planning

Financial planning is an ongoing process. Matt works with clients to review their strategy regularly, adapt to life changes, and keep their financial plan aligned with long-term goals.

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Matt Fusano

Matt Fusano

Founder & Financial Advisor

Matt Fusano works with individuals and families approaching retirement to help them make thoughtful financial decisions and create clear plans for the future.

His work focuses on helping clients transition from years of saving to a well-structured strategy for retirement income, investment management, and long-term financial security.

Matt primarily works with professionals, business owners, and families who are within 5–10 years of retirement and are looking for a clear, organized approach to managing their wealth.

His approach combines comprehensive financial planning with disciplined investment management to help clients simplify their finances, consolidate accounts, and build a strategy for retirement.

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


Learning Library

Check out hundreds of articles, videos, and calculators.

Resource Center
How Will Working Affect Social Security Benefits?

How Will Working Affect Social Security Benefits?

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The ABCs of Zero Coupon Bonds

The ABCs of Zero Coupon Bonds

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And the Executor Is

And the Executor Is

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Retirement Questions That Have Nothing to Do With Money

Retirement Questions That Have Nothing to Do With Money

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TAKING THE FIRST STEP
Start the Conversation

If you are within 10 years of retirement and would like a second opinion on your financial plan, Fusano Private Wealth welcomes the opportunity to connect.

An introductory conversation provides an opportunity to discuss your goals, review your current financial picture, and determine whether working together may be a good fit.

Our History


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