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
Company Details
- Employees
- 6
- Founded
- -
- Address
- 10940 Ne 33rd Place,
- Phone
- +1-877-400-0260
- in****@****mwa.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- fulcrumwa.com
- Keywords
- Wealth Planning & Management, Investments, Estate Tax Planning, 401 (k) retirement plans, Tax Wise Investing, Financial Planning, Alternative Investments, Stocks, Bonds, Exchange Traded Funds, Mutual Funds, Research.
- HQ
- BELLEVUE, WA
Fulcrum Wealth Advisors Questions
Fulcrum Wealth Advisors's helpline number is +1-877-400-0260
Fulcrum Wealth Advisors's website is fulcrumwa.com
Fulcrum Wealth Advisors's LinkedIn profile is https://www.linkedin.com/company/fulcrum-wealth-advisors
Fulcrum Wealth Advisors has
6 employees.
View email and phone details for 6
employees at Fulcrum Wealth Advisors.
Fulcrum Wealth Advisors's industry is
Financial Services
Fulcrum Wealth Advisors's top competitors are
Tacoma Dadu,
Capital Lighting And Electrical Services,
Evergreen State Electric,
Pace Wealth Advisors,
Opportas, Llc,
Superior Custom Cabinets,
Pacific One Construction,
Community & Family Services Foundation,
The Ulven Companies,
Canopii.
Fulcrum Wealth Advisors's support email address is info@fulcrumwa.com
Fulcrum Wealth Advisors's categories are Financial Services
Fulcrum Wealth Advisors's founding year is 2013
