Our Mission is to help protect, preserve and grow family wealth as it pertains to our clients’ individual goals, dreams, and legacy.
Our priority is the preservation of capital. We seek appreciation only when it is consistent with prudent risk, using portfolio diversification as the cornerstone of our approach. We seek to minimize risk by utilizing our multi-dimensional approach to money management: global equity, global fixed income, alternative investments and cash.
Fulcrum Wealth Advisors combines up-to-date investment skills and knowledge of modern portfolio theory with a conservative financial tradition that recognizes the value of patience and perseverance. We recognize the value of long-term planning, by seamlessly integrating cutting edge investment strategy, modern portfolio theory and nontraditional systems modeling into a complete plan.
FWA strives to change how financial services are delivered as well as the client experience by offering truly conflict-free advice. We envision an investment world free of conflicts of interest – where people are empowered to achieve their goals.
We believe in the importance of proficiency and performance.
Our 60+ years of experience has taught us the value of continual advancement through the financial planning landscape; which includes, up to date technology, current tax/economic policy analysis and the latest developments in portfolio construction. The engagement with our clients, tests our ambition to always add measurable value, in excess of our fees, and increase our client’s financial welfare.