Experience Lift
We elevate the wealth management experience beyond the expected, with insights and custom plans that create real impact.
WE DELIVER DYNAMIC AND MEANINGFUL SOLUTIONS, BECAUSE TOMORROW IS JUST AS IMPORTANT AS TODAY.
WE DELIVER DYNAMIC AND MEANINGFUL SOLUTIONS, BECAUSE TOMORROW IS JUST AS IMPORTANT AS TODAY.
HOW WE HELP CLIENTS
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Perspectives, analysis and clarity
BIG ON OUR COMMUNITY
A commitment to the betterment of our community is one of Fulcrum’s values. Each year, we donate 10% of our profits to charity. A portion
TEAM SPOTLIGHT – Adam Hicks
Adam Hicks is an associate advisor and important part of our amazing Fulcrum team. He’s a whiz with our financial planning software and works with
MARKET REVIEW: 1Q 2024
Late 2023 optimism around an immediate Fed “pivot” was tempered in the new year as pockets of stickier inflation and a robust economy led the
OUR PEOPLE BRING A POSITIVE ENERGY TO EVERY ENGAGEMENT. WE IMMERSE OURSELVES IN YOUR PERSPECTIVES AND VALUES TO HELP FEED YOUR ASPIRATIONS.