Fulcrum Wealth Advisors has a diverse client base that includes wealthy individuals, families, private business owners, trusts, not-for-profit organizations, and corporate retirement plans. This means no corporate parent, or pre-negotiated contracts will ever influence our clientsโ best interests. We adhere to our role as stewards of wealth, rather than broker/salesmen. Not having outside shareholders means the clientโs assets do not serve the interests of far-away shareholders. Thus, we strive to be free from potential conflicts of interest that arise; such as when a corporation serves the interests of its shareholder ahead of the interests of its clients. We do not have any โsoft-dollarโ relationships with money managers that might influence our advice. As a result, we strongly align our interests with that of our clients.
โInvestment Advisor Representative offering securities and advisory services through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker-dealer and a Registered Investment Adviser. Additional advisory services provided by Fulcrum Wealth Advisors, LLC, a registered investment advisor in the state of Washington. Cetera is under separate ownership from any other named entity.โ
