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

Is It Safe to Have a Registered Investment Advisor Manage My Retirement Savings?

James S. Falcone

Retirement Planning

Is It Safe to Have a Registered Investment Advisor Manage My Retirement Savings?

Can you trust an RIA with your retirement savings? Learn how RIAs provide safety, transparency, and personalized guidance.

Unlock Tax Benefits with Opportunity Zone Investing for Long-Term Gains

Steven J. Rosenthal, CPA, CFP, JD

Tax Update

Unlock Tax Benefits with Opportunity Zone Investing for Long-Term Gains

Unlock tax savings and growth potential with Opportunity Zones. Ideal for retirement-focused investors seeking long-term gains.

RMD Update for Designated Beneficiaries: Understanding the 10-Year Rule for Inherited IRAs

Steven J. Rosenthal, CPA, CFP, JD

Tax Update

RMD Update for Designated Beneficiaries: Understanding the 10-Year Rule for Inherited IRAs

Learn about the IRS's new RMD rules for inherited IRAs and how the 10-year rule impacts your distributions and tax strategies.

Tax Loss Harvesting: Maximize Tax Savings on Your Investments

Steven J. Rosenthal, CPA, CFP, JD

Tax Update

Tax Loss Harvesting: Maximize Tax Savings on Your Investments

Unlock the power of tax loss harvesting to offset capital gains, reduce taxes, and optimize your investment portfolio throughout the year.

Relocating Out-of-State to Avoid Washington Estate Taxes

Steven J. Rosenthal, CPA, CFP, JD

Tax Update

Relocating Out-of-State to Avoid Washington Estate Taxes

Avoid Washington estate taxes by relocating. Fulcrum Wealth Advisors provides strategies to ensure a smooth transition and tax savings.

Steven J. Rosenthal, CPA, CFP, JD

Tax Update

Preparing for Higher Tax Rates

Prepare for higher tax rates as Trump-era cuts expire. Fulcrum Wealth Advisors offers strategies to manage and mitigate upcoming changes.