Who We Serve
FOR FAMILIES, BUSINESSES, FOUNDATIONS & ENDOWMENTS
We serve high-net-worth families, individuals, family foundations and not-for-profit organizations.
Since our founding in 2013, the philosophy that has guided our wealth management practice is this: engagement with our clients, and test our ambition to always add measurable value, in excess of our fees, and increase our client’s financial welfare.
So whether you want to start a new venture, plan for retirement, or give back to the community, your mission becomes our mission. In addition to the myriad details that are part of retirement planning or trust services for your IRA, we are here to work on your life’s goals.
With Fulcrum Wealth Advisors you get a partner, an advocate and a steward for you wealth — and your life vision.