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Fusion advisors have expertise in many areas and are frequently interviewed in consumer and industry publications.
Firm Principal(s): Ann Y. Fenwick, CFP, MSFS
Location: Baltimore, MD
Joined Fusion: January 2006
Reason for Joining Fusion:
Fusion offered me business management expertise and helped me focus on the current growth and future succession of my firm. I liked the consultative way they work with advisors through each stage of their practice. It provided me with the opportunity to exchange new ideas and stay abreast of the ever changing financial landscape with my peers.
Practice Summary:
Fenwick Financial specializes in wealth accumulation and preservation, concentrating on retirement and estate planning for high net worth individuals. Fenwick Financial maintains strategic alliances with a network of professional resources to provide their clients with creative solutions to help attain their financial objectives.
Areas of Expertise:
Asset Management, Wealth Accumulation & Preservation Strategies, Retirement, Estate, and Tax Planning, as well as Business and Succession Planning.
Professional Goals:
While I am fully focused on the growth of my business, I am planning for both today and the future so both my clients’ goals and mine are realized. I would like to ultimately provide a smooth transition from me to my junior advisors so they can continue helping our clients achieve their goals. Fusion has been working closely with me to offer guidance as it relates to my succession plan.
Eric Brotman’s new book “Debt-Free For Life” provides consumers with a practical guide to eliminating the burden of debt. The book is available on Amazon and has been well reviewed by readers and industry experts alike.
For more information call Philip Palaveev, President
914.909.1604
555 Taxter Road, Elmsford, NY 10523 | 914.909.1500
Securities and Investment Advisory Services offered through NFP Securities, Inc. Member FINRA/SIPC. NFP Securities, Inc. is not affiliated with Fusion Financial Group or Fusion Advisor Network. NFP Securities, Inc. does not offer tax or legal advice.
This site is published for residents of the United States only. Registered representatives and investment advisor representatives of NFP Securities, Inc. may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the NFP Securities, Inc. Compliance Department at 512-697-6000.
Securities and Investment Advisory Services offered through NFP Securities, Inc. Member FINRA/SIPC. NFP Securities, Inc. is not affiliated with Fusion Financial Group or Fusion Advisor Network. NFP Securities, Inc. does not offer tax or legal advice.
This site is published for residents of the United States only. Registered representatives and investment advisor representatives of NFP Securities, Inc. may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the NFP Securities, Inc. Compliance Department at 512-697-6000.