Does your investment strategy leave you vulnerable?
Managing your investments in uncertain markets can feel overwhelming, especially when faced with complex financial decisions and the risk of loss. Market fluctuations, inflation, and tax inefficiencies can erode your wealth if your investment strategy isn’t built to adapt.
Fulcrum Wealth Advisors builds tailored portfolios that balance growth and protection so your investments align with your goals and adapt to changing markets.
What You'll Get
What You'll Get
What You'll Get
Gain clarity, confidence, and control over your wealth.
Fulcrum Wealth Advisors crafts personalized investment strategies that protect your purchasing power, reduce risk, and support confident decisions regarding your financial future.
Transparent fees, no hidden costs.
Transparent fees, no hidden costs.
Transparent fees, no hidden costs.
Independent research, not product-driven investments.
Independent research, not product-driven investments.
Independent research, not product-driven investments.
Personalized strategies, not pre-packaged solutions.
Personalized strategies, not pre-packaged solutions.
Personalized strategies, not pre-packaged solutions.
Clear communication and easy-to-understand reports.
Clear communication and easy-to-understand reports.
Clear communication and easy-to-understand reports.
Service Features
Service Features
Service Features
Economic Research and Assessment
Economic Research and Assessment
Economic Research and Assessment
Portfolio Construction & Asset Allocation
Portfolio Construction & Asset Allocation
Portfolio Construction & Asset Allocation
Ongoing Financial Strategy Development
Ongoing Financial Strategy Development
Ongoing Financial Strategy Development
Alternative Investments
Alternative Investments
Alternative Investments
Tax-Efficient Investing
Tax-Efficient Investing
Tax-Efficient Investing
Risk Management and Diversification
Risk Management and Diversification
Risk Management and Diversification
Get Started
Take the first step toward a stronger, more resilient portfolio.
Schedule a consultation to discover how Fulcrum Wealth Advisors can help you pursue long-term success. Together, we’ll create a plan to help secure your future.
Get Started
Take the first step toward a stronger, more resilient portfolio.
Schedule a consultation to discover how Fulcrum Wealth Advisors can help you pursue long-term success. Together, we’ll create a plan to help secure your future.
Get Started
Take the first step toward a stronger, more resilient portfolio.
Schedule a consultation to discover how Fulcrum Wealth Advisors can help you pursue long-term success. Together, we’ll create a plan to help secure your future.
CUSTOMIZED SOLUTIONS
CUSTOMIZED SOLUTIONS
Investment Management Services Tailored to Your Unique Situation
Investment Management Services Tailored to Your Unique Situation
Aspiring Retirees
Boeing Employees
Business Owners
Corporate Executives
Generational Wealth
Sudden Wealth Beneficiary
Strategic Financial Planning for Business Growth and Succession
Separate your business and personal finances to secure both. We guide you through succession planning and asset protection for 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.
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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