Fulcrum Wealth Advisors Employee Directory

Financial ServicesWashington, United States2-10 Employees

Our Mission: To help protect, preserve, and grow family wealth as it pertains to our clients’ individual goals, dreams, and legacy.

Fulcrum Wealth Advisors has a diverse client base that includes wealthy individuals, families, private business owners, trusts, not-for-profit organizations, and corporate retirement plans.  We are independent, free from outside influences, and owned by local partners.  Independence means no corporate parent or pre-negotiated contracts will ever influence our clients’ best interests. 

We adhere to our role as stewards of wealth rather than brokers or salespeople. Not having outside shareholders means the client’s assets do not serve the interests of faraway shareholders.  Thus, we strive to be free from potential conflicts of interest that arise, such as when a corporation prioritizes its shareholders' interests over those of its clients.  We do not have any “soft dollar” relationships with money managers that might influence our advice.  As a result, we strongly align our interests with those of our clients. 

10940 NE 33RD PLACE, STE 210, BELLEVUE, WA 98004. 877-400-0260

Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC, a Registered Investment Adviser. Cetera is under separate ownership from any other named entity. Some Investment advisory services are offered through Fulcrum Wealth Advisors, LLC.  Fulcrum Wealth Advisors, LLC is a registered investment advisor in the State of Washington. 

Please email us for more information: info@fulcrumwa.com

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