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Protect Your Capital & Preserve Your Legacy

Independent financial advisory services are customized to pursue a secure future for every client.

Fulcrum Wealth Advisors is a locally-owned independent wealth management firm. Our business model is built to empower us to pursue our client's best interests.

Political & economic uncertainty is a constant threat to your assets.

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 Investment Philosophy →

Maintaining your wealth is a full-time endeavor. 

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 Services →

Who does your financial advisor really work for?

Our independent advisor status means that our single obligation is to pursue the best interest of our clients. 

FEATURED RESOURCES

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