– OUR MISSION
Fulcrum Wealth Planning is a boutique firm anchored in financial planning, investment management, and generational strategies. We recognize that everyone has unique needs and concerns, so we develop and implement tailored approaches to help ensure our clients desired outcomes are achieved. We strive to develop and maintain a culture of accountability, transparency, and enduring relationships. These aspects not only define our business, but everything that we do. At Fulcrum Wealth Planning, we want to be your “counselor for all things financial”
– HIGH TOUCH PERSONAL SERVICE
We offer all our clients a more personal and stylized approach to the management of their assets, whether here at the firm, or elsewhere. We value our client relationships and those aspects that make them unique, and we are committed to understanding and developing the “next right steps” to see their goals achieved and needs addressed. We pride ourselves on being accessible to our clients, candid in our thoughts, and creative in our approach.
– LONG-TERM PERSPECTIVE
In investing, as in life overall, we take a “long-term” view. Our investment philosophy is rooted in the belief that a long-term horizon is critical to a successful financial plan. At the same time, we recognize needs change as life unfolds, as do the associated opportunities and risks. We are committed to developing a unique plan, walking out those steps, and making the appropriate adjustments as life unfolds.
– CAPABILITIES & RESOURCES
With almost 40 years of experience in financial planning and investment management, we are able to provide clients a unique and comprehensive approach to being their “counselor for all things financial”. As an independent firm, we can offer a unique array of product and service options through our relationships with strategic partners, innovative strategies and implementation, and the most current thought leadership. Relationships with trusted partners helps us ensure that your specialized needs in other areas, such as trust and estates, taxation, and banking, are met in an integrated fashion.
Our clients are at the core of all we do and our recommendations are always and absolutely driven by what’s in their best interests. As an independent firm, we have ability to focus on what we do best — advocate for your best interests with the deepest care, highest level of attention, and total dedication to your needs.