Knockout Logo white transparent.png

  • Home

  • Services

    • Planning for You
    • Planning for Business
    • Boeing Retirement
    • Advisor Consulting

  • About

  • Join Us

  • Resources

    • Blog
    • Videos

  • Contact

  • Login

    • NETX
    • Ameritrade

  • More

    Use tab to navigate through the menu items.
    Jonathan V. Bever
    • Dec 13, 2021
    • 10 min

    China: part 1

    Fulcrum Wealth Advisors
    • Jun 21, 2021
    • 4 min

    Why Cash Flow is More Important than Profits

    Jonathan V. Bever
    • May 24, 2021
    • 5 min

    Don’t cut down your retirement tree. Lumber bubble blog: Natural resource

    Fulcrum Wealth Advisors
    • Apr 14, 2021
    • 6 min

    Blog 3: 8 Tax Tips for SMBs In 2021

    Fulcrum Wealth Advisors
    • Apr 14, 2021
    • 3 min

    Blog 2: Sellers Beware - Business Valuations May Be Affected By Undiscovered Tax Risks

    Fulcrum Wealth Advisors
    • Apr 14, 2021
    • 3 min

    Blog 1: Sell Or Buy A Business In 2021 To Beat Upcoming Tax Increases

    Fulcrum Wealth Advisors
    • Apr 14, 2021
    • 3 min

    Tax Considerations for WA State Small to Medium Sized Businesses (SMBs) in 2021

    Jonathan V. Bever
    • Mar 15, 2021
    • 11 min

    Return of the Bull blog 1

    Fulcrum Wealth Advisors
    • Sep 9, 2020
    • 9 min

    A return to volatility #7 – Goldilocks and the return of the bull: (neither too hot nor too cold)

    Fulcrum Wealth Advisors
    • Jun 2, 2020
    • 11 min

    A Return to Volatility #6

    Fulcrum Wealth Advisors
    • Apr 23, 2020
    • 3 min

    NY Extends Grace Periods if COVID-19 Pandemic Creates Financial Hardship

    Fulcrum Wealth Advisors
    • Mar 16, 2020
    • 2 min

    SARS Coronavirus (COVID-19)

    Fulcrum Wealth Advisors
    • Feb 27, 2020
    • 8 min

    A Return To Volatility 2020 #5

    Fulcrum Wealth Advisors
    • Oct 21, 2019
    • 10 min

    The Very Big Picture

    Fulcrum Wealth Advisors
    • Oct 15, 2019
    • 5 min

    A return to volatility Part IV

    Fulcrum Wealth Advisors
    • Oct 14, 2019
    • 3 min

    Art as an Investment

    Fulcrum Wealth Advisors
    • May 2, 2019
    • 6 min

    Return to volatility: Part III-Why?

    Fulcrum Wealth Advisors
    • Feb 1, 2019
    • 5 min

    The Return to Volatility: Part II

    Fulcrum Wealth Advisors
    • Jun 1, 2018
    • 4 min

    A tide in the affairs of men (Return to volatility #1)

    Registered Representatives offering securities and advisory services through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC), member FINRA/SIPC, a broker/dealer and a Registered Investment Adviser.  

     

    Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services

     

    Fulcrum Wealth Advisors, LLC is a state of Washington Registered Investment Advisory firm at 10940 NE 33rd Pl., Suite #210, Bellevue, Washington 98004 United States. Cetera is under separate ownership from any other named entity.   Investment Advisory services and tax consulting services are offered through Fulcrum Wealth Advisors, LLC.

     

    This site is published for residents of the United States only. Financial Advisors of Cetera Advisor Networks may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Advisor Networks site at www.ceteraadvisorrnetworks.com.

    Knockout Logo white transparent.png

    Fulcrum Wealth Advisors

    10940 NE 33rd Pl.

    Suite #210

    Bellevue, Washington 98004

    ​

    Mail:  info@fulcrumwa.com

    Tel:  (877) 400-0260

    © 2022 Fulcrum Wealth Advisors all rights reserved.

    ​

    Site design by: Radically Distinct

    • LinkedIn
    • YouTube
    • Facebook
    • Twitter

    Privacy Policy

    Privacy Promise

    Business Continuity

    Important Disclosures

    Order Routing