Fulcrum Wealth Advisors

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10940 NE 33rd Pl Ste 210
Bellevue, WA 98004
Fulcrum Wealth Advisors is an independent financial management firm based in Bellevue, Washington, serving US citizens 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. As a result, Fulcrum Wealth Advisors was founded to provide an effective and integral client/advisor relationship. Our fee-only financial planning business model and investment structure mean that no corporate parent and no pre-negotiated contracts hold sway over our clients 'best interests. As a result, our advisors are empowered to defend their clients 'best interests and serve as true partners for building and protecting wealth.

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3.02 reviews
Gregory K.
9/5/2025

Knowledge, experience, and skill in wealth management matter. I have had the pleasure of knowing and working with Jim Falcone for multiple decades. He has provided sage counsel in support of...

Dave T.
6/8/2015

I am a former investment client of one of the owners of this business who pretty much stock-churned me hard, for several years. I lost a lot of money on his stock recommendations. He recommended...

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