Balancing today’s needs with tomorrow’s security can feel overwhelming, especially with risks like market volatility, taxes, or healthcare costs. Your retirement should be a time of freedom, not financial worry. Fulcrum Wealth Advisors creates tailored strategies to protect your future and help you live the life you’ve worked hard to build.
Retirement Planning Benefits
Will you have enough savings to support your lifestyle in retirement?
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.
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.
Retirement Planning Benefits
Will you have enough savings to support your lifestyle in retirement?
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.
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.
Retirement Planning Benefits
Will you have enough savings to support your lifestyle in retirement?
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.
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.
Everything You Need
Everything You Need
Our Holistic Approach to Personal Wealth Management
Our Holistic Approach to Personal Wealth Management
Get Started
Start your journey toward financial independence today.
Schedule a consultation and discover how Fulcrum Wealth Advisors can simplify your financial journey and help you achieve long-term success. Together, we’ll create a plan to secure your future.
Get Started
Start your journey toward financial independence today.
Schedule a consultation and discover how Fulcrum Wealth Advisors can simplify your financial journey and help you achieve long-term success. Together, we’ll create a plan to secure your future.
Get Started
Start your journey toward financial independence today.
Schedule a consultation and discover how Fulcrum Wealth Advisors can simplify your financial journey and help you achieve long-term success. Together, we’ll create a plan to secure your future.
CUSTOMIZED SOLUTIONS
CUSTOMIZED SOLUTIONS
Retirement Planning Services: Tailored to Your Unique Situation
Retirement Planning Services: Tailored to Your Unique Situation
Aspiring Retirees
Boeing Employees
Business Owners
Corporate Executives
Generational Wealth
Sudden Wealth Beneficiary
Pursue a Secure Retirement with a Personalized Plan
Build a sustainable retirement plan that protects your savings and provides lasting income. We help you achieve confidence with a strategy designed for your retirement needs.
Aspiring Retirees
Boeing Employees
Business Owners
Corporate Executives
Generational Wealth
Sudden Wealth Beneficiary
The Fulcrum Promise
We'll help you confidently navigate life's changes while we grow and protect your financial security.
At Fulcrum Wealth Advisors, managing wealth is about achieving your vision for the future, not just managing numbers. With more than 100 years of combined experience in wealth management, investment planning, tax strategy, and estate planning, our team offers thoughtful, customized solutions to help you achieve your financial aspirations.
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 conflicts, ensuring that each recommendation serves you.
Personalized Wealth Management Solutions
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, adaptable plan that evolves as your life does.
Proactive Investment Management
At our core, we are an investment firm. We focus on global macroeconomics and how they may affect investments in our portfolios in US dollars. We generally follow a time-tested value-based approach to equity selection and blend that with the momentum of today's market influencers.
The Fulcrum Promise
We'll help you confidently navigate life's changes while we grow and protect your financial security.
At Fulcrum Wealth Advisors, managing wealth is about achieving your vision for the future, not just managing numbers. With more than 100 years of combined experience in wealth management, investment planning, tax strategy, and estate planning, our team offers thoughtful, customized solutions to help you achieve your financial aspirations.
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 conflicts, ensuring that each recommendation serves you.
Personalized Wealth Management Solutions
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, adaptable plan that evolves as your life does.
Proactive Investment Management
At our core, we are an investment firm. We focus on global macroeconomics and how they may affect investments in our portfolios in US dollars. We generally follow a time-tested value-based approach to equity selection and blend that with the momentum of today's market influencers.
The Fulcrum Promise
We'll help you confidently navigate life's changes while we grow and protect your financial security.
At Fulcrum Wealth Advisors, managing wealth is about achieving your vision for the future, not just managing numbers. With more than 100 years of combined experience in wealth management, investment planning, tax strategy, and estate planning, our team offers thoughtful, customized solutions to help you achieve your financial aspirations.
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 conflicts, ensuring that each recommendation serves you.
Personalized Wealth Management Solutions
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, adaptable plan that evolves as your life does.
Proactive Investment Management
At our core, we are an investment firm. We focus on global macroeconomics and how they may affect investments in our portfolios in US dollars. We generally follow a time-tested value-based approach to equity selection and blend that with the momentum of today's market influencers.
"For many people, asking for help can be difficult, leading to fear and inaction. From our observation, this is what most often leads to suboptimal outcomes. The best way to combat this is through education."
Educational E-Book
Retirement Planning Guidebook
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 observation, this is what most often leads to suboptimal outcomes. The best way to combat this is through education."
Educational E-Book
Retirement Planning Guidebook
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 observation, this is what most often leads to suboptimal outcomes. The best way to combat this is through education."
Educational E-Book
Retirement Planning Guidebook
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.
Featured 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