Financial Planning
for Business Owners
Financial Planning
for Business Owners
Financial Planning
for Business Owners
Business Retirement Planning
Business Retirement Planning
Business Retirement Planning
Is your business your only retirement plan?
Many business owners pour everything into their company, only to realize too late that their personal financial future is at risk. Without the right strategy, you could face unexpected tax burdens, legal challenges, or financial shortfalls that jeopardize your retirement—and your family's well-being.
At Fulcrum Wealth Advisors, we help business owners diversify their assets, minimize taxes, and plan for a seamless transition, whether you're preparing to sell, pass your business down, or simply step away.
What You'll Get
What You'll Get
What You'll Get
Simplify complex finances and protect what you’ve built.
Managing both business and personal finances requires a strategic approach. Fulcrum Wealth Advisors helps business owners build a plan that balances wealth protection, tax efficiency, and succession planning so you can pursue financial independence beyond your business.
Financial security – Protect both business and personal wealth.
Financial security – Protect both business and personal wealth.
Financial security – Protect both business and personal wealth.
Tax efficiency – Minimize liabilities and maximize savings.
Tax efficiency – Minimize liabilities and maximize savings.
Tax efficiency – Minimize liabilities and maximize savings.
Legacy protection – Ensure a smooth transition and long-term stability.
Legacy protection – Ensure a smooth transition and long-term stability.
Legacy protection – Ensure a smooth transition and long-term stability.
Service Features
Service Features
Service Features
Business Valuation Expertise
Business Valuation Expertise
Business Valuation Expertise
Key Employee Protection
Key Employee Protection
Key Employee Protection
Multi-Generational Wealth Transfer
Multi-Generational Wealth Transfer
Multi-Generational Wealth Transfer
Mergers & Acquisitions Planning
Mergers & Acquisitions Planning
Mergers & Acquisitions Planning
Trust Development & Planning
Trust Development & Planning
Trust Development & Planning
Core Capabilities
Core Capabilities
Core Capabilities
Wealth management services that prepare you for life's changes.
Wealth management services that prepare you for life's changes.
Get Started
Your business is thriving, but is your personal wealth secure?
Don’t let uncertainty or poor planning jeopardize everything you’ve built. Talk to a Fulcrum Wealth Advisor today to create a personalized plan that helps protect your wealth and ensures a smooth transition to life beyond business ownership.
Get Started
Your business is thriving, but is your personal wealth secure?
Don’t let uncertainty or poor planning jeopardize everything you’ve built. Talk to a Fulcrum Wealth Advisor today to create a personalized plan that helps protect your wealth and ensures a smooth transition to life beyond business ownership.
Get Started
Your business is thriving, but is your personal wealth secure?
Don’t let uncertainty or poor planning jeopardize everything you’ve built. Talk to a Fulcrum Wealth Advisor today to create a personalized plan that helps protect your wealth and ensures a smooth transition to life beyond business ownership.
The Fulcrum Promise
Confidently navigate life’s changes while protecting your financial future.
We are committed to helping you realize your vision for the future with thoughtful solutions that protect and grow your wealth. Our team has over 100 years of combined experience in wealth management, investment planning, tax strategy, and estate planning.
Fiduciary Commitment
As fiduciaries, we are legally and ethically bound to act solely in your best interest. Our transparent, unbiased approach is free from product commissions and other conflicts, ensuring that each recommendation serves your goals.
Personalized Wealth Management
Every client’s situation is unique. We craft strategies tailored to your personal values and goals, integrating everything from tax planning to charitable giving into a cohesive, plan that evolves as your life does.
Proactive Investment Management
We're an investment firm focused on the effect of global macroeconomics on our portfolios. We follow a time-tested value-based approach to equity selection and blend it with the momentum of today's market influencers.
The Fulcrum Promise
Confidently navigate life’s changes while protecting your financial future.
We are committed to helping you realize your vision for the future with thoughtful solutions that protect and grow your wealth. Our team has over 100 years of combined experience in wealth management, investment planning, tax strategy, and estate planning.
Fiduciary Commitment
As fiduciaries, we are legally and ethically bound to act solely in your best interest. Our transparent, unbiased approach is free from product commissions and other conflicts, ensuring that each recommendation serves your goals.
Personalized Wealth Management
Every client’s situation is unique. We craft strategies tailored to your personal values and goals, integrating everything from tax planning to charitable giving into a cohesive, plan that evolves as your life does.
Proactive Investment Management
We're an investment firm focused on the effect of global macroeconomics on our portfolios. We follow a time-tested value-based approach to equity selection and blend it with the momentum of today's market influencers.
The Fulcrum Promise
Confidently navigate life’s changes while protecting your financial future.
We are committed to helping you realize your vision for the future with thoughtful solutions that protect and grow your wealth. Our team has over 100 years of combined experience in wealth management, investment planning, tax strategy, and estate planning.
Fiduciary Commitment
As fiduciaries, we are legally and ethically bound to act solely in your best interest. Our transparent, unbiased approach is free from product commissions and other conflicts, ensuring that each recommendation serves your goals.
Personalized Wealth Management
Every client’s situation is unique. We craft strategies tailored to your personal values and goals, integrating everything from tax planning to charitable giving into a cohesive, plan that evolves as your life does.
Proactive Investment Management
We're an investment firm focused on the effect of global macroeconomics on our portfolios. We follow a time-tested value-based approach to equity selection and blend it with the momentum of today's market influencers.
"For many people, asking for help can be difficult, leading to fear and inaction. From our observations, this is what most often leads to suboptimal outcomes. The best way to combat this is through education."
Digital Download
This complimentary guidebook is for business owners contemplating a business sale as part of their retirement planning and who want to clarify the path forward.
"For many people, asking for help can be difficult, leading to fear and inaction. From our observations, this is what most often leads to suboptimal outcomes. The best way to combat this is through education."
Digital Download
This complimentary guidebook is for business owners contemplating a business sale as part of their retirement planning and who want to clarify the path forward.
"For many people, asking for help can be difficult, leading to fear and inaction. From our observations, this is what most often leads to suboptimal outcomes. The best way to combat this is through education."
Digital Download
This complimentary guidebook is for business owners contemplating a business sale as part of their retirement planning and who want to clarify the path forward.
Fulcrum Wealth Advisors
10940 NE 33rd Pl.
Suite #210
Bellevue, WA 98004
(877) 400-0260
info@fulcrumwa.com
Fulcrum Wealth Advisors, LLC (“FWA”) is an investment adviser registered with the U.S. Securities and Exchange Commission (“SEC”). Registration as an investment adviser does not imply a certain level of skill or training.
This website is provided for informational and educational purposes only and is intended to provide general information about FWA, its services, and investment-related topics. Nothing contained on this website constitutes investment advice, nor should it be construed as a recommendation, solicitation, or offer to buy or sell any security or investment product. All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful.
Investment advisory services are provided only pursuant to a written investment advisory agreement entered into between FWA and its clients.
Jurisdictional Limitations: FWA provides investment advisory services only in jurisdictions where it is appropriately registered, exempt, or excluded from registration requirements. The information on this website is not directed to, or intended for use by, any person in any jurisdiction where such use would be contrary to applicable laws or regulations.
Any subsequent, direct communication by FWA with a prospective client shall be conducted by a representative who is either registered or qualifies for an exemption or exclusion in the jurisdiction where the prospective client resides.
No Personalized Advice: The information presented on this website is general in nature and does not take into account the individual financial circumstances, investment objectives, or risk tolerance of any specific person. Visitors to this website should not rely on any information herein as a substitute for personalized advice from FWA or from their own financial, tax, or legal professionals.
Testimonials, Endorsements & Third-Party Ratings: This website may include testimonials, endorsements, or third-party ratings. Such testimonials or endorsements are not representative of all clients, and no assurance is given that a current or prospective client will experience the same or similar results.
Where applicable, material conflicts of interest and whether compensation was provided in connection with a testimonial or endorsement are disclosed in accordance with applicable SEC regulations. Testimonials, endorsements, and ratings are not a guarantee of future performance or success.
Tax and Legal Disclaimer: FWA does not provide tax or legal advice. Information on this website should not be construed as tax or legal advice. You are encouraged to consult with qualified tax and legal professionals regarding your specific situation.
Third-Party Links: This website may contain links to third-party websites for convenience or informational purposes. We review the links when they are added and periodically thereafter and have a reasonable basis for believing they convey accurate information relevant to our clients. FWA does not control or assume responsibility for the content, ongoing accuracy, security, or privacy practices of any third-party websites. Accessing such links is at your own risk, and you are not required to link to any information we make available on our website.
© 2026 Fulcrum Wealth Advisors, LLC. All rights reserved.
Website design: Radically Distinct
Fulcrum Wealth Advisors
10940 NE 33rd Pl.
Suite #210
Bellevue, WA 98004
(877) 400-0260
info@fulcrumwa.com
Fulcrum Wealth Advisors, LLC (“FWA”) is an investment adviser registered with the U.S. Securities and Exchange Commission (“SEC”). Registration as an investment adviser does not imply a certain level of skill or training.
This website is provided for informational and educational purposes only and is intended to provide general information about FWA, its services, and investment-related topics. Nothing contained on this website constitutes investment advice, nor should it be construed as a recommendation, solicitation, or offer to buy or sell any security or investment product. All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful.
Investment advisory services are provided only pursuant to a written investment advisory agreement entered into between FWA and its clients.
Jurisdictional Limitations: FWA provides investment advisory services only in jurisdictions where it is appropriately registered, exempt, or excluded from registration requirements. The information on this website is not directed to, or intended for use by, any person in any jurisdiction where such use would be contrary to applicable laws or regulations.
Any subsequent, direct communication by FWA with a prospective client shall be conducted by a representative who is either registered or qualifies for an exemption or exclusion in the jurisdiction where the prospective client resides.
No Personalized Advice: The information presented on this website is general in nature and does not take into account the individual financial circumstances, investment objectives, or risk tolerance of any specific person. Visitors to this website should not rely on any information herein as a substitute for personalized advice from FWA or from their own financial, tax, or legal professionals.
Testimonials, Endorsements & Third-Party Ratings: This website may include testimonials, endorsements, or third-party ratings. Such testimonials or endorsements are not representative of all clients, and no assurance is given that a current or prospective client will experience the same or similar results.
Where applicable, material conflicts of interest and whether compensation was provided in connection with a testimonial or endorsement are disclosed in accordance with applicable SEC regulations. Testimonials, endorsements, and ratings are not a guarantee of future performance or success.
Tax and Legal Disclaimer: FWA does not provide tax or legal advice. Information on this website should not be construed as tax or legal advice. You are encouraged to consult with qualified tax and legal professionals regarding your specific situation.
Third-Party Links: This website may contain links to third-party websites for convenience or informational purposes. We review the links when they are added and periodically thereafter and have a reasonable basis for believing they convey accurate information relevant to our clients. FWA does not control or assume responsibility for the content, ongoing accuracy, security, or privacy practices of any third-party websites. Accessing such links is at your own risk, and you are not required to link to any information we make available on our website.
© 2026 Fulcrum Wealth Advisors, LLC. All rights reserved.
Website design: Radically Distinct