Will your savings last through retirement?
Balancing today’s needs with tomorrow’s security can feel overwhelming, especially with risks like market volatility, taxes, or healthcare costs. Without a strong plan, unexpected costs, taxes, and market shifts could disrupt your retirement security.
Fulcrum Wealth Advisors simplifies retirement planning with strategies that protect wealth, ensure a steady income, and clarify life’s uncertainties so you can enjoy your retirement free from unnecessary stress.
What You'll Get
Create a retirement plan that balances your security and freedom.
Preparing for retirement can feel overwhelming, but you can balance security and freedom with the right plan. We help aspiring retirees create strategies that protect their savings, provide steady income, and ensure financial confidence for the future.
Ensure steady income for lasting financial security.
Minimize taxes on withdrawals and investments.
Safeguard your assets with risk-adjusted strategies.
Plan for healthcare and long-term care costs.
Service Features
Financial Assessment & Goal Setting
Personalized Financial Roadmap
Income Distribution Strategy
Tax Planning for Retirement
Investment Management
Risk Management & Insurance
Healthcare & Long-Term Care Planning
Estate & Legacy Planning
Get Started
Retirement should be worry-free, let’s build your plan today.
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
Retirement Planning 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.
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.
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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.
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