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Here to Help Every Step Of The Way

At Fusano Private Wealth, we specialize in guiding individuals and families through the critical "10-year countdown" to retirement. We understand that transitioning from decades of wealth accumulation to a lifetime of sustainable income requires more than just a portfolio—it requires a comprehensive blueprint.

What We Offer Our Clients

What We Offer Our Clients

By combining disciplined investment management with strategic account consolidation and income planning, we help you strip away financial complexity. As a family-run firm, we provide a highly personalized experience, working closely with you to organize your assets, optimize your Social Security timing, and build a coordinated strategy that turns your years of hard work into a confident and clear future.

01
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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02
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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03
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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04
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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05
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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Fusano Private Wealth

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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