Wealth Management

Our commitment to our clients' success is what sets us apart!

Fiduciary

Cary and Jared co-founded GoalFusion Wealth Management, a Registered Investment Advisory (RIA) firm, in order to become fiduciary advisors.  As a wealth management practice, GoalFusion is held to the fiduciary standard of putting our clients' interests above our own. Therefore, as fee-only advisors, we do not sell any products or generate any commissions. The assets we manage are housed with a third-party custodian so we never take custody of client assets.

Technology Driven

Clients enjoy the benefits of the latest in financial planning software through a robust client web portal. The client portal keeps track of client spending, cash balances, investments, and important financial documents. We work with our clients virtually which allows for the added convenience of meeting more frequently when needed.

Cost Efficient

At GoalFusion we utilize the most modern investment suite of products available through exchange traded funds (ETFs) which provide low cost and diversified access to the markets. We do not sell products with commissions and that helps us with keeping client’s costs as low as possible. We do not have a minimum account size.

Goal Focused

Our advice starts with putting our client’s goals on paper and then putting together a plan to meet those goals. We maintain accountability to the goals and regularly review progress and make adjustments to the plan as needed. When appropriate, we coordinate with other professional advisors like attorneys, accountants, insurance brokers, and bankers to fulfill the most comprehensive strategy for our clients.