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Is It Safe to Have a Registered Investment Advisor Manage My Retirement Savings?

Is It Safe to Have a Registered Investment Advisor Manage My Retirement Savings?

Unlock Tax Benefits with Opportunity Zone Investing for Long-Term Gains

Unlock Tax Benefits with Opportunity Zone Investing for Long-Term Gains

RMD Update for Designated Beneficiaries: Understanding the 10-Year Rule for Inherited IRAs

RMD Update for Designated Beneficiaries: Understanding the 10-Year Rule for Inherited IRAs

Tax Loss Harvesting: Maximize Tax Savings on Your Investments

Tax Loss Harvesting: Maximize Tax Savings on Your Investments

Relocating Out-of-State to Avoid Washington Estate Taxes

Relocating Out-of-State to Avoid Washington Estate Taxes

Preparing for Higher Tax Rates

Preparing for Higher Tax Rates

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Check the background of this investment professional on FINRA's BrokerCheck »

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.ceteraadvisornetworks.com.

Fulcrum Wealth Advisors, LLC is a registered investment adviser in the State of Washington & Texas. We may not transact business in states where we are not appropriately registered, excluded, or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.

Fulcrum Wealth Advisors

10940 NE 33rd Pl.

Suite #210

Bellevue, Washington 98004

Mail: info@fulcrumwa.com

Tel: (877) 400-0260

© 2024 Fulcrum Wealth Advisors, LLC, all rights reserved.

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