Steven J. Rosenthal, CPA, CFP, JD
Capital Gains Income Exclusions on the Sale of a Principal Residence
Many persons approaching retirement own real estate that has appreciated significantly over time. If the real estate is used as a...
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.
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.
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
