Goalfusion Wealth Management

Overview

Goalfusion Wealth Management is an independent, owner-operated SEC-registered RIA focused on serving individuals and families. The firm combines financial planning with discretionary portfolio management for both personal and small-business clients, and it also offers portfolio services geared to businesses and institutions and pension consulting. Fee arrangements are a mix of percentage-of-AUM and fixed-fee engagements, which supports both ongoing advisory relationships and project-oriented planning work. Goalfusion tends to use pooled public funds as the core of client portfolios while supplementing those exposures with selective alternative fund allocations when appropriate. The firm does not position itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices