Take Care Of Today
With The Future In Focus
Fulcrum Wealth Advisors help business leaders and families navigate uncertain economic, political and global market conditions and eliminate ambiguity in their personal investments by providing a framework to make good financial decisions.
Fulcrum Wealth Advisors' independent status allows us the freedom to provide transparent investment guidance and portfolio construction that ensures clients' goals are the only goals in mind. Big box wealth management firms are often monetarily motivated to sell you predetermined solutions.
We leverage our independent research and collective brain trust to create original, custom solutions for each client’s unique life and investment portfolio needs. This matters when it comes to managing risk in market downturns, as well as, creating tax efficiency in your portfolio
INVESTMENT MANAGEMENT SERVICES
Proprietary Equity Research
WHY CHOOSE US
Stewards Of Wealth, Champions Of Independence
Independence Equals Freedom
We're not employed by banks and we don't have stockholders to please. Our fiduciary status means we're free from outside agendas, business models and sales quotas that aren't in your best interest.
We Have A Century Of Collective Experience
Our financial and investment management experience spans numerous market cycles. Whether it's investment portfolio construction, taxes, insurance, business advice, or complex specialty issues, our advisors have the depth of experience to handle your needs.
We Conduct Our Own Intelligent Research
At our core, we are an investment firm. We focus on global macroeconomics and how that may affect investment in our portfolios in US dollar terms. We generally follow a time-tested value-based approach in equity selection and blend with that the momentum of today's market influencers.
Protect Your Capital & Preserve Your Legacy – With A Sound Financial Plan
Our independent, fee-only financial advisors can help you pursue your biggest life and business ambitions. Contact us to schedule a complimentary strategy session today.