Fulcrum Wealth Advisors

Fulcrum Wealth Advisors is an independent, SEC-registered investment firm in Bellevue specializing in comprehensive wealth management for high-net-worth individuals and business owners. They offer retirement planning, investment management, tax optimization, estate planning, and charitable giving strategies, with a fiduciary commitment to act solely in clients' best interests without product commissions. The team brings over 100 years of combined experience in wealth management, tax strategy, and estate planning, serving aspiring retirees, Boeing employees, business owners, corporate executives, and those managing generational or sudden wealth.