Coming to Dallas, Austin!

In 2 weeks, we will be in Dallas and Austin (the week of November 2nd).

I am looking forward to checking out our new office in Dallas, located in the beautiful Crescent Court complex. Now we are in the Dallas Business Community, I will be in Texas on a regular basis.

We will be meeting with current and future clients. Anyone in the Dallas/Ft Worth area or in Austin who would like to sit down one-on-one with us to discuss their investments, we still have some slots left. As we saw in LA, spaces for these meetings fill up quickly — if you are interested, please email Joe Fitzgerald with your contact information to schedule a time.

Additionally, any investment advisors/brokers who are looking for a better alternative and would like to learn more about the Fusion Advisor Platform, they can also meet with us. Advisors can email Eric Willer who heads our Dallas operations.

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