Boeing retirees are more sophisticated than ever. Responding to their expectations for increasingly complex and superior service often places a burden on retirement plan sponsors' resources. In our experience, retirement plan sponsors often offer investment suggestions that are geared to keep those investment assets with the plan sponsor regardless if it is in the best interest of the client. In response, Fulcrum Wealth Advisors offers a suite of capabilities that provide unbiased advice with no predisposition as to the outcome.
25 years ago Jim Falcone, Managing Director at Fulcrum Wealth Advisors, started his personal investment into the personnel and organization of the Boeing Company. He has developed, implemented and monitored literally hundreds of financial and investment plans, for Boeing employee’s, over the years. The central thread throughout these years has been service. Whatever you’re level within the management hierarchy at Boeing Company we offer the experience of assisting you to make appropriate planning decisions for you and your family.
Fulcrum Wealth Advisors provides a wide range of financial planning services that are geared specifically to the employees of the Boeing Company. These services include analytics for defined benefit, defined contribution, supplemental, and non-qualified deferred compensation plans.
Our flexible, customized solutions are designed to complement the Boeing retiree’s specific situation. Fulcrum Wealth Advisors is an independent Registered Investment Advisory firm dedicated to helping Boeing families grow and preserve their wealth and their family legacy.