About Profusion Financial

Specializes in protecting, managing, building, and transitioning wealth for high-net-worth individuals. The firm delivers a concierge level of service, industry expertise, and lifestyle support by working closely with subject matter experts in estate planning, taxation, and other disciplines. Advisors are bound to a fiduciary standard under the Investment Advisers Act of 1940, ensuring they act in the client's best interest, maintain loyalty and care, and disclose potential conflicts of interest.

The firm offers integrated planning, investment management, and private market access, alongside services like portfolio management, lifetime income planning, asset protection, transparent reporting, and a dedicated client portal experience. Profusion Private Wealth also provides a specialized Athlete Division for the unique financial needs of athletes. The platform is built on trust, earned through stewardship, and focused on transparency and long-term client relationships.