Fulcrum is proud to announce that Michelle Mathieu has been recognized in the April 7, 2022, Forbes Best-in-State Private Wealth Advisors list, compiled by SHOOK Research. Michelle is the only woman from Washington State to make the list. As one of the few women-owned wealth advisory firms, we at Fulcrum are doing what we can to increase diversity in our industry. We hope to see a more diverse list from Forbes next year.
The Forbes Best-in-State Wealth Advisor list is compiled by SHOOK Research, which researched and interviewed candidates who had been nominated by their firms. The ranking is based on an algorithm of qualitative data, learned through surveys and interviews conducted in-person, by telephone, and virtually to evaluate SHOOK Research’s view of best practices, level of service, investing models, and compliance records, as well as quantitative data, such as revenue trends and assets under management during 2021. All advisors included in the ranking have a minimum of seven years’ experience. Portfolio performance is not a criterion The ranking represents the opinion of SHOOK Research and is not intended to represent the experience of any particular client of Fulcrum or of Michelle Mathieu. Neither the registered investment adviser firms nor their ranked employees pay a fee to Forbes or SHOOK in exchange for being included in the ranking. Inclusion in the ranking is not indicative of Fulcrum’s or Michelle Mathieu’s future performance or service levels. There were 34,925 nominations received nationwide and the final list of Best-in-State Wealth Advisors in Washington State includes 135. Complete methodology is availableat this link