Devlin Carothers, Cfp®, Apma™, Cpwa® Email & Phone Number

Fulcrum Wealth Management Group, A private wealth advisory practice of Ameriprise Financial Services, LLCWhat you can expect when you work with me My purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.When you work with me, you receive:1:1 financial advice based on your goals and needs.Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.Regular meetings to review your goals, progress and investments.Anytime access to your investments and digital tools to help you stay on track.Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.Ameriprise Financial Services, LLCPortland:4380 Macadam AvenueSuite 180Portland, Oregon 97239503-546-2243Vancouver:15609 SE Mill Plain Blvd.Suite 100Vancouver, Washington 98684503.546.2243Please visit https://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media.

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  Financial Advisor

  Fulcrum Wealth Management Group

  Jun 2000 - Present - Portland, Oregon Area

  Fulcrum Wealth Management Group, A private wealth advisory practice of Ameriprise Financial Services, LLCI help my clients achieve their dreams for today, tomorrow, and well into the future — using our exclusive Confident Retirement® approach. It starts with a personalized conversation about covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By breaking your financial goals down into doable steps, we can help take the uncertainty out of planning for your financial future. Take a few minutes now for a quick confidence check.I’m here to help you live the life you’ve earned. When you have the right financial advisor, life can be brilliantAreas of FocusRetirement Planning StrategiesFinancial Strategies for LGBTQ Couples and FamiliesSustainably Responsible InvestingCharitable GivingCash Flow Management StrategiesRetirement Plan DistributionEstate Planning StrategiesIntergenerational PlanningExecutive Compensation and Benefit StrategiesSocial Security Retirement BenefitsRetirement Income StrategiesWealth Preservation StrategiesSaving for EducationInsuranceWomen's Financial StrategiesInvestment ManagementFamily FinancesInvestmentsTax Planning StrategiesDomestic Partner PlanningI am currently licensed in the following states:OregonWashingtonMontanaCalifornia - CA Insurance #0H47277PennsylvaniaMississippiColoradoMinnesotaTennesseeTexasMissouri