Fulcrum Wealth Advisors

Services Offered

• Certified public accountant
• Financial planner
• Investment service
• Tax attorney
• Tax consultant

About

Fulcrum Wealth Advisors is an independent financial management firm based in Bellevue, Washington, serving US citizens stateside and abroad. Each of our advisors has been through several bull and bear markets, but it was 2008 that made it clear how important it is to provide fiduciary services. As a result, Fulcrum Wealth Advisors was founded to provide an effective and integral client/advisor relationship. Our fee-only financial planning business model and investment structure mean that no corporate parent and no pre-negotiated contracts hold sway over our clients ’best interests. As a result, our advisors are empowered to defend their clients ’best interests and serve as true partners for building and protecting wealth.

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