Fulcrum Wealth Advisors, LLC
We are independent, free from outside influences, and owned by local partners. This means no corporate parent, or pre-negotiated contracts will ever influence our clients’ best interests.
Our Mission is to help protect, preserve and grow family wealth as it pertains to our clients’ individual goals, dreams, and legacy. Our priority is the preservation of capital. We seek appreciation only when it is consistent with prudent risk, using portfolio diversification as the cornerstone of our approach. We seek to minimize risk by utilizing our multi-dimensional approach to money management: global equity, global fixed income, alternative investments and cash. Fulcrum Wealth Advisors combines up-to-date investment skills and knowledge of modern portfolio theory with a conservative financial tradition that recognizes the value of patience and perseverance. We recognize the value of long-term planning, by seamlessly integrating cutting edge investment strategy, modern portfolio theory and nontraditional systems modeling into a complete plan.
Address: 10900 NE 8th St., Suite 1000, Bellevue, Washington 98004 USA
Phone: +1 877 400 0260
FAX:
