Fulcrum Wealth Advisors

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 broker/salespeople. not having outside shareholders means the client’s assets do not serve the interests of far-away shareholders. thus, we strive to be free from potential conflicts of interest that arise, such as when a corporation serves its shareholders' interests ahead of its clients' interests. we do not have any “soft-dollar” relationships with money managers that might influence our advice. as a result, we s