Eric Weschke

CEO & Founder

Advanced Folio Capital Management

Eric Weschke, with over 30 years of financial services experience and a multitude of industry recognitions, has dedicated his career to empowering individuals with financial education and planning, driven by his family's history on Wall Street and his own extensive expertise in investment and financial strategy. Living in Long Island, NY, Eric's passion is ensuring his clients achieve financial stability and peace of mind in their retirement.

How You Can Engage With Eric Weschke

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Discover The Strategy Used By The Mega Investors Like Yale, Harvard, and MIT That Allow Them To Consistently Produce Great Returns with Less Risk!

Work With Eric

Book your free, no-pressure call today. Discover what it means to have financial freedom and peace of mind.

Learn From Eric

Register for a free upcoming class to learn how to build an investment strategy to let you live the your dream life.

WHAT TO LEARN

Beat The System

With The AdvancedFolio Process we'll help you take control of your financial future and make sure that you can make the best possible plans and decisions to prepare for any scenario.

Our first priority is to put your interests first, and help you make the best financial decision for you and your entire family.

As fiduciaries, we're committed to treating and protecting our client's assets as if they're our own.

Retirement Income

401K Plans

Legacy Planning

Social Security

Create, Monitor And Implement Your Financial Goals

Fiduciary Advice


"Empowering you to navigate the financial landscape with confidence is not just my career, it's my calling. Together, we can build a future where your financial dreams aren't just possible—they're within reach."

Eric Weschke

Retirement Expert

Meet Eric Weschke

There are many variations of passages of available but the majority have suffered alteration in some form, by injected humour, or randomised words which don't look even slightly believable. If you are going to use a passage of you need to be sure there isn't anything embarrassing.

Renowned across the U.S. for leading retirement strategy talks for major corporations as a celebrated national speaker

Led a Senior Executive Syndicate, orchestrating a pivotal $20 million Initial Public Bond Offering

Managed pivotal trades for IGHL's Institutional Pension Fund, executing high-stakes investment orders

Awarded Advisor of the Year by Comprehensive Planning in 2003

Wrote on technical analysis and market trends as Swing-Trader Market News Letter's Chief Technical Analyst

Published Nationally as the #1 Representative in the USA for Northwestern Mutual

DON'T MISS

Learn From Eric!

© 2024 Advanced Folio Capital Management. All Rights Reserved.


11 Dorm Court

East Setauket, NY 11733

(631) 675-1885

Advisory services are offered through Coppell Advisory Solutions, LLC, doing business as Fusion Investment Advisors. The firm is registered as an investment advisor with the SEC and only conducts business in states where it is properly registered or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the advisor has achieved a specific level of skill or ability.

Information presented is believed to be current. It should not be viewed as personalized investment advice. All expressions of opinion reflect the judgment of the authors on the date of publication and may change in response to market conditions. You should consult with a professional advisor before implementing any strategies discussed. Different types of investments involve higher and lower levels of risk. There is no guarantee that a specific investment or strategy will be suitable or profitable for an investor’s portfolio. There are no assurances that a portfolio will match or exceed any particular benchmark.

Hyperlinks on this website are provided as a convenience. We cannot be held responsible for information, services or products found on websites linked to ours.

Social Security rules and regulations are subject to change at any time. Always consult with your local Social Security office before acting upon any information provided herein.

Content should not be viewed as legal or tax advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation. Estate planning is done in conjunction with your estate planning attorney, tax attorney, and/or CPA. Fusion Investment Advisors is not engaged in the practice of law or accounting.

Compensation received by licensed insurance agents for the sale of fixed annuities and other insurance products are separate and distinct from fees charged for advisory services. Insurance products also contain additional fees and expenses.

All insurance and investment strategies have the potential for profit or loss. Always consult with a licensed insurance professional who is qualified to evaluate your specific circumstances and to

offer a professional opinion with respect thereto.

Annuity guarantees are subject to the claims-paying ability of the issuing insurance company. If you withdraw money from or surrender your contract within a certain period of time after

investing, the insurance company may assess a surrender charge. Withdrawals may be subject to tax penalties and income taxes.

FUSION FORM CRS