Protect Your Capital & Preserve Your Legacy

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.

Our Investment Philosophy →

Maintaining your wealth is a full-time endeavor.

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.

Our Services →

Who does your financial advisor really work for?

Our independent advisor status means that our single obligation is to pursue the best interest of our clients.

FEATURED RESOURCES

Steven J. Rosenthal, CPA, CFP, JD

Tax Update

Paying Medicare Taxes in Retirement

Bellevue retirees face "hidden" Medicare taxes beyond premiums. Learn the U.S. tax code nuances & let Fulcrum Wealth Advisors guide you.

The Case for Longevity Annuities and QLACs

Steven J. Rosenthal, CPA, CFP, JD

Retirement Planning

The Case for Longevity Annuities and QLACs

Unravel the secret to secure retirement with QLACs & longevity annuities. How can Secure Act 2.0 reshape your golden years? Dive in.

Japan Blog II – Can a Strengthening Currency Bring a Recession? Imagine: Nikkei 225

Jonathan V. Bever

Economic Update

Japan Blog II – Can a Strengthening Currency Bring a Recession? Imagine: Nikkei 225

Explore Japan's economic resurgence as it battles inflation and deflation, amid a weakening Yen and strengthening dollar. Understand paralle

Is The Timing Right to Sell Your Business?

Fulcrum Wealth Advisors

Business

Is The Timing Right to Sell Your Business?

Interest rates are up, lending requirements are tougher…is now the time to sell your business?

Steven J. Rosenthal, CPA, CFP, JD

Tax Update

Avoid Getting Caught in the “Tax Gap”

The IRS has been active in the past decade seeking to close what is called the “Tax Gap,” which is the difference between what the IRS...

How to Manage Wealth and Create Investment Opportunities for Retirement

James S. Falcone

Retirement Planning

How to Manage Wealth and Create Investment Opportunities for Retirement

Wealth management is the process of developing customized strategies to utilize various financial products and services based on your...