Independent financial advisory services customized to pursue a secure future for every client. We do our own research and follow a time-tested value-based approach in equity selection blended with what the market is doing today and alternative investments seeking to smooth the ride. Our advisors draw from over a century of financial management experience that spans numerous market cycles.
This gives us the perspective that clients demand when seeking independent advice. Our independent advisor status means that our single obligation is to pursue the best interest of our clients.
This gives us the perspective that clients demand when seeking independent advice. Our independent advisor status means that our single obligation is to pursue the best interest of our clients.
Services
FWA is an independent, locally-owned, registered investment advisory firm providing fee-only financial planning and wealth management services. Fulcrum Wealth Advisors is an independent, financial management firm based in Bellevue, Washington and serving US citizens living 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.
Fulcrum Wealth Advisors help business leaders and families navigate uncertain economic, political and global market conditions and eliminate ambiguity in their personal investments by providing a framework to make good financial decisions. Fulcrum Wealth Advisors' independent status allows us the freedom to provide transparent investment guidance and portfolio construction that ensures clients' goals are the only goals in mind.
Fulcrum Wealth Advisors provides financial planning services suited to the unique needs of business owners today. From business growth planning and tax laws to retirement planning for yourself and key employees, we provide clarity and confidence to tackle whatever comes your way. Contact us to schedule a complimentary strategy session with an FWA independent financial advisor.
For almost three decades, Fulcrum Wealth Advisors has focused on providing superior service while delivering hundreds of financial plans to Boeing employees - all employment levels within the company. All retirement planning provided free of charge to all Boeing personnel. Fulcrum Wealth Advisors is an independent Registered Investment Advisory dedicated to helping Boeing families grow their wealth and preserve their family legacy.
Start putting your hard-earned personal brand equity to work with a firm focused on the right financial metrics. FWA is an alternative path for seasoned financial advisors seeking an avenue to maximize their income and impact. Our independent platform eliminates the headaches of constantly changing fee structures, sales quotas, and proprietary products.
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