Fulcrum Wealth Advisors

Fulcrum Wealth Advisors is a locally-owned independent wealth management firm based in Bellevue, WA. With a focus on pursuing the best interests of their clients, their independent advisor status allows them to provide customized financial advisory services to help clients secure their future and preserve their legacy.

With over a century of financial management experience, Fulcrum Wealth Advisors follows a time-tested value-based approach in equity selection and alternative investments, aiming to navigate the constant threats of political and economic uncertainty. Their team of advisors offers expertise in financial planning, retirement planning, business valuation, estate planning, and more, ensuring clients receive personalized and independent advice to meet their financial goals.

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