Fulcrum Wealth Advisors

Fulcrum Wealth Advisors is a privately owned financial advisory firm based in Bellevue, Washington. The company employs four individuals and generates an annual revenue of $2.5 million. Fulcrum Wealth Advisors operates independently, free from the influence of corporate partnerships or pre-negotiated contracts. The firm caters to a diverse clientele including affluent individuals, families, private business owners, trusts, non-profit organizations, and corporate retirement plans. Their core mission centers around protecting, preserving, and growing family wealth in alignment with individual client goals, aspirations, and legacy planning. Fulcrum Wealth Advisors distinguishes itself by adhering to a fiduciary standard, acting as stewards of client wealth rather than transactional brokers. They emphasize transparency and prioritize client interests above all else, avoiding potential conflicts of interest that may arise in other financial advisory models. For further inquiries, interested parties can reach Fulcrum Wealth Advisors via email at [email protected].