Financial Planning
for Corporate Executives
Financial Planning
for Corporate Executives
Financial Planning
for Corporate Executives
Executive Financial Planning
Executive Financial Planning
Executive Financial Planning
Are you getting the most out of your executive benefits?
If managed correctly, stock options, bonuses, and deferred compensation are powerful wealth-building tools. Without a clear strategy, you could face excessive taxes, missed opportunities, and financial uncertainty in retirement.
At Fulcrum Wealth Advisors, we help corporate executives optimize their compensation packages, reduce tax burdens, and build long-term financial security—so your wealth works as hard as you do.
What You'll Get
What You'll Get
What You'll Get
Maximize your executive benefits for long-term financial growth.
Executive compensation is complex, but you can turn it into a lasting financial advantage with the right strategy. Fulcrum Wealth Advisors helps you reduce taxes, grow wealth, and protect your financial future.
Lower Taxes – Minimize taxes on stock options and bonuses.
Lower Taxes – Minimize taxes on stock options and bonuses.
Lower Taxes – Minimize taxes on stock options and bonuses.
Higher lifetime earnings – Maximize the value of executive compensation.
Higher lifetime earnings – Maximize the value of executive compensation.
Higher lifetime earnings – Maximize the value of executive compensation.
Financial security – Build long-term stability for you and your family.
Financial security – Build long-term stability for you and your family.
Financial security – Build long-term stability for you and your family.
Service Features
Service Features
Service Features
Investment Management
Investment Management
Investment Management
Tax Consulting
Tax Consulting
Tax Consulting
Retirement Planning
Retirement Planning
Retirement Planning
Estate Planning
Estate Planning
Estate Planning
Charitable Giving Strategies
Charitable Giving Strategies
Charitable Giving Strategies
Get Started
Your executive benefits can either build your wealth, or cost you in taxes.
Get a customized financial strategy to maximize your earnings and help secure your future. Schedule your executive wealth strategy session today.
Get Started
Your executive benefits can either build your wealth, or cost you in taxes.
Get a customized financial strategy to maximize your earnings and help secure your future. Schedule your executive wealth strategy session today.
Get Started
Your executive benefits can either build your wealth, or cost you in taxes.
Get a customized financial strategy to maximize your earnings and help secure your future. Schedule your executive wealth strategy session today.
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.
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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
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