Financial Advisors
Bellevue, WA
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.
Ideal for: High-net-worth individuals, business owners, Boeing employees, corporate executives, aspiring retirees, individuals with generational wealth or sudden wealth
Service area: Bellevue, Washington and surrounding Puget Sound communities
Fiduciary Standard: Legally and ethically bound to act solely in clients' best interests with transparent, commission-free recommendations and no product conflicts.
Comprehensive Wealth Strategy: Integrated approach combining retirement planning, investment management, tax optimization, estate planning, and charitable giving into personalized, evolving strategies.
Specialized Client Focus: Deep expertise serving Boeing employees, business owners, corporate executives, and clients managing generational or sudden wealth situations.
Address: 10940 NE 33rd Pl # 210, Bellevue, WA 98004
Phone: (425) 800-8275
Website: fulcrumwa.com
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