Fulcrum Wealth Advisors

A Trusted Partner for Financial Security

Fulcrum Wealth Advisors is an independent, locally-owned wealth management firm based in Bellevue, Washington. Founded on the principles of transparency and fiduciary responsibility, we provide personalized financial planning and investment management services to individuals and businesses.

Our Mission

Our mission is to empower our clients to achieve financial security and pursue their financial goals through:

• Personalized plans: We develop customized financial plans tailored to each client's unique needs, goals, and circumstances.
• Fiduciary service: We prioritize the best interests of our clients, always acting in their best interests.
• Value-driven approach: We utilize a proven, value-based investment approach that emphasizes diversification and risk management.

Our Services

We offer a comprehensive range of financial services, including:

Financial Planning

• Comprehensive financial plans that address your financial goals and concerns
• Retirement planning and analysis
• Cash flow analysis and budgeting
• Estate planning and business succession planning
• Investment planning and portfolio management

Retirement Planning

• Comprehensive analysis of your retirement accounts and plans
• Goal-based planning to maximize retirement savings and withdrawals
• Strategies to optimize your employer-sponsored plans
• Guidance on Roth vs. Traditional IRAs

Investment Management

• Customized portfolio construction based on your risk tolerance and financial goals
• Regular portfolio reviews and performance analysis
• Alternative investments to mitigate market volatility
• Tax optimization strategies

Additional Offerings

• Business Valuation & Financial Consulting
• Estate planning and trust services

Our Philosophy & Approach

We believe in a balanced and diversified approach to wealth management, emphasizing:

• Capital preservation: Maintaining and protecting your wealth is our primary concern.
• Long-term planning: We take a long-term perspective to investing and wealth building.
• Client-centered relationships: We prioritize open communication and transparency throughout the process.

Contact Us Today

Contact Fulcrum Wealth Advisors to schedule a complimentary consultation and learn how we can help you achieve your financial goals and secure your future.