Goalfusion Wealth Management, LLC
GOALFUSION WEALTH MANAGEMENT, LLC is a registered investment adviser headquartered in Austin, Texas. Founded in 2011, it provides comprehensive financial planning, wealth management, college and retirement planning, estate planning, and investment solutions. With approximately 4 employees, the firm serves primarily individuals and high-net-worth clients, focusing on a personalized and technology-enabled approach to financial advice and asset management. The firm leverages digital tools and 1:1 meetings to develop deep advisory relationships and regularly reviews clients' financial plans tailored to their goals and life stage.
Investment Strategy
GoalFusion Wealth Management employs a holistic, client-centric investment strategy, combining diversified portfolios with long-term planning. Their approach integrates personalized goals, risk tolerance analysis, and regular reviews, supported by robust technology tools for tracking investments and financial progress. Investment recommendations cover major asset classes and focus on strategic asset allocation, wealth preservation, retirement planning, charitable giving, and tax efficiency. The firm's advisory services emphasize unbiased, fiduciary guidance, designed specifically for individuals, families, and small businesses, allowing for dynamic adjustment to changing client needs and market conditions.
Top Holdings
Equity Positions (27)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 25.40% | $53.2M | 79,490 | $470.16 | $669.30 | +$3.9M |
A AGG | ISHARES TR | 24.05% | $50.4M | 502,507 | $105.52 | $100.25 | +$2.4M |
V VT | VANGUARD INTL EQUITY INDEX F | 13.01% | $27.2M | 197,703 | $104.51 | $137.80 | +$1.8M |
V VCIT | VANGUARD SCOTTSDALE FDS | 8.73% | $18.3M | 217,257 | $79.98 | $84.11 | +$1.9M |
V VB | VANGUARD INDEX FDS | 6.69% | $14.0M | 55,112 | $219.75 | $254.28 | +$1.1M |