Is your giving missing financial advantages?
Many individuals want to give back but feel uncertain about the best way to do so. Without a structured giving plan, you may miss out on tax advantages or fail to align your philanthropy with your overall financial strategy.
Fulcrum Wealth Advisors specializes in creating personalized giving strategies that reflect your values, reduce tax burdens, and ensure your wealth makes a difference.
What You'll Get
What You'll Get
What You'll Get
Support the causes you love while maximizing your impact.
Your generosity has the power to create lasting change. Fulcrum Wealth Advisors helps you design a charitable giving strategy that reflects your values, maximizes your tax benefits, and integrates seamlessly with your broader financial goals.
Maximize your impact with tax-efficient donations.
Maximize your impact with tax-efficient donations.
Maximize your impact with tax-efficient donations.
Align giving with personal and family values.
Align giving with personal and family values.
Align giving with personal and family values.
Simplify complex contributions with tailored strategies.
Simplify complex contributions with tailored strategies.
Simplify complex contributions with tailored strategies.
Reduce taxes while supporting causes you care about.
Reduce taxes while supporting causes you care about.
Reduce taxes while supporting causes you care about.
Service Features
Service Features
Service Features
Planned Giving
Planned Giving
Planned Giving
Charitable Trusts & Foundations
Charitable Trusts & Foundations
Charitable Trusts & Foundations
Donor-Advised Funds
Donor-Advised Funds
Donor-Advised Funds
Charitable Tax Deductions
Charitable Tax Deductions
Charitable Tax Deductions
Document Reviews
Document Reviews
Document Reviews
Get Started
Make your giving more impactful, let’s build a tax-smart strategy.
Schedule a consultation to discover how Fulcrum Wealth Advisors can help you achieve long-term success. Together, we’ll create a plan to help secure your future.
Get Started
Make your giving more impactful, let’s build a tax-smart strategy.
Schedule a consultation to discover how Fulcrum Wealth Advisors can help you achieve long-term success. Together, we’ll create a plan to help secure your future.
Get Started
Make your giving more impactful, let’s build a tax-smart strategy.
Schedule a consultation to discover how Fulcrum Wealth Advisors can help you achieve long-term success. Together, we’ll create a plan to help secure your future.
CUSTOMIZED SOLUTIONS
CUSTOMIZED SOLUTIONS
Charitable Giving Services: Tailored to Your Unique Situation
Charitable Giving Services: Tailored to Your Unique Situation
Aspiring Retirees
Boeing Employees
Business Owners
Corporate Executives
Generational Wealth
Sudden Wealth Beneficiary
Preserve and Grow Your Wealth Across Generations
Preserve and transfer family wealth with a strategy that minimizes taxes and protects family dynamics, creating a lasting legacy.
Aspiring Retirees
Boeing Employees
Business Owners
Corporate Executives
Generational Wealth
Sudden Wealth Beneficiary
The Fulcrum Promise
Confidently navigate life’s changes while protecting your financial future.
We are committed to helping you realize your vision for the future with thoughtful solutions that protect and grow your wealth. Our team has over 100 years of combined experience in wealth management, investment planning, tax strategy, and estate planning.
Fiduciary Commitment
As fiduciaries, we are legally and ethically bound to act solely in your best interest. Our transparent, unbiased approach is free from product commissions and other conflicts, ensuring that each recommendation serves your goals.
Personalized Wealth Management
Every client’s situation is unique. We craft strategies tailored to your personal values and goals, integrating everything from tax planning to charitable giving into a cohesive, plan that evolves as your life does.
Proactive Investment Management
We're an investment firm focused on the effect of global macroeconomics on our portfolios. We follow a time-tested value-based approach to equity selection and blend it with the momentum of today's market influencers.
The Fulcrum Promise
Confidently navigate life’s changes while protecting your financial future.
We are committed to helping you realize your vision for the future with thoughtful solutions that protect and grow your wealth. Our team has over 100 years of combined experience in wealth management, investment planning, tax strategy, and estate planning.
Fiduciary Commitment
As fiduciaries, we are legally and ethically bound to act solely in your best interest. Our transparent, unbiased approach is free from product commissions and other conflicts, ensuring that each recommendation serves your goals.
Personalized Wealth Management
Every client’s situation is unique. We craft strategies tailored to your personal values and goals, integrating everything from tax planning to charitable giving into a cohesive, plan that evolves as your life does.
Proactive Investment Management
We're an investment firm focused on the effect of global macroeconomics on our portfolios. We follow a time-tested value-based approach to equity selection and blend it with the momentum of today's market influencers.
The Fulcrum Promise
Confidently navigate life’s changes while protecting your financial future.
We are committed to helping you realize your vision for the future with thoughtful solutions that protect and grow your wealth. Our team has over 100 years of combined experience in wealth management, investment planning, tax strategy, and estate planning.
Fiduciary Commitment
As fiduciaries, we are legally and ethically bound to act solely in your best interest. Our transparent, unbiased approach is free from product commissions and other conflicts, ensuring that each recommendation serves your goals.
Personalized Wealth Management
Every client’s situation is unique. We craft strategies tailored to your personal values and goals, integrating everything from tax planning to charitable giving into a cohesive, plan that evolves as your life does.
Proactive Investment Management
We're an investment firm focused on the effect of global macroeconomics on our portfolios. We follow a time-tested value-based approach to equity selection and blend it with the momentum of today's market influencers.
"For many people, asking for help can be difficult, leading to fear and inaction. From our observations, this is what most often leads to suboptimal outcomes. The best way to combat this is through education."
Digital Download
This complimentary e-book outlines the six critical components of a comprehensive retirement plan. It is a helpful resource for anyone contemplating the next phase of life.
"For many people, asking for help can be difficult, leading to fear and inaction. From our observations, this is what most often leads to suboptimal outcomes. The best way to combat this is through education."
Digital Download
This complimentary e-book outlines the six critical components of a comprehensive retirement plan. It is a helpful resource for anyone contemplating the next phase of life.
"For many people, asking for help can be difficult, leading to fear and inaction. From our observations, this is what most often leads to suboptimal outcomes. The best way to combat this is through education."
Digital Download
This complimentary e-book outlines the six critical components of a comprehensive retirement plan. It is a helpful resource for anyone contemplating the next phase of life.
Related Articles
Related Articles
Related Articles
Fulcrum Wealth Advisors
10940 NE 33rd Pl.
Suite #210
Bellevue, WA 98004
(877) 400-0260
info@fulcrumwa.com
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.
All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful. For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.
© 2025 Fulcrum Wealth Advisors, LLC. All rights reserved.
Website design: Radically Distinct
Fulcrum Wealth Advisors
10940 NE 33rd Pl.
Suite #210
Bellevue, WA 98004
(877) 400-0260
info@fulcrumwa.com
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.
All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful. For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.
© 2025 Fulcrum Wealth Advisors, LLC. All rights reserved.
Website design: Radically Distinct