Align Your Financial Goals At Key Phases Of Your Business Lifecycle

Fulcrum Wealth Advisors provides financial planning services suited to the unique needs of business owners today.  From business growth planning and tax laws to retirement planning for yourself and key employees, we provide clarity and confidence to tackle whatever comes your way.

Business planning services

  • Retirement Planning

  • Executive Compensation

  • Trust Development & Planning

  • Business Succession

  • M & A Planning

  • Business Valuation 

  • Key Employee Protection

  • Multi-Generational Assets Transfer

Contact us to schedule a complimentary strategy session with an FWA independent financial advisor. 

Services

why choose fwa

Stewards Of Wealth, Champions Of Independence

  • 01/

    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.

  • 02/

    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.

  • 03/

    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.

Give Your Business The Gift Of Financial Clarity

Learn how our experienced business financial advisors can help you protect the sweat equity invested in your business.  Contact us to schedule a complimentary strategy session today.

Services

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.

Fulcrum Wealth Advisors

10940 NE 33rd Pl.

Suite #210

Bellevue, Washington 98004

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Mail:  info@fulcrumwa.com

Tel:  (877) 400-0260

© 2020 Fulcrum Wealth Advisors all rights reserved.

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