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
Stay informed
Perspectives, analysis and clarity
MARKET REVIEW: 1Q 2023
The recession fears that gripped investors for much of 2022 seemed to recede and although that risk remains on the horizon, short-term optimism has helped
FULCRUM CEO NAMED TO FORBES’ TOP WOMEN ADVISORS LIST
Fulcrum is proud to announce that, once again, Michelle Mathieu has been recognized in the Forbes Top Women Wealth Advisors Best in State list, compiled
Remembering Bob Kuehn
Bob’s investment career spanned five decades, and several of us had the great fortune to invest by his side for more than 25 years. He
OUR PEOPLE BRING A POSITIVE ENERGY TO EVERY ENGAGEMENT. WE IMMERSE OURSELVES IN YOUR PERSPECTIVES AND VALUES TO HELP FEED YOUR ASPIRATIONS.
