Jonathan V. Bever
Outlook 2023: Valuation Pendulum
Our Prediction On The S&P 500 for 2023 "If something cannot go on forever, it will stop," Herbert Stein. It has been so long since we...
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Independent financial advisory services are customized to pursue a secure future for every client.
Fulcrum Wealth Advisors is a locally-owned independent wealth management firm. Our business model is built to empower us to pursue our client's best interests.
Political & economic uncertainty is a constant threat to your assets.
We do our own research and follow a time-tested value-based approach in equity selection blended with what the market is doing today and alternative investments seeking to smooth the ride.
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Our advisors draw from over a century of financial management experience that spans numerous market cycles. This gives us the perspective that clients demand when seeking independent advice.
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Our independent advisor status means that our single obligation is to pursue the best interest of our clients.
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