Check out our latest Team Spotlight to get to know one of our newest members, Carolyn Wittmann-Todd.

With summer in full swing, our team is working its way through our summer reading list. If you need recommendations, you’ve come to the right

March is Women’s History Month, a time to honor the women who have shaped our lives, careers, and communities. At Fulcrum, this celebration has special

The holiday season holds a special place in the hearts of many, offering a cherished opportunity to gather with friends and family. With that cheerful

We are celebrating four years of our wonderful partnership with the College Success Foundation (CSF) and highlighting our scholar, Hawi Kadir, who is now a

At Fulcrum, we are particularly proud of our amazing Leadership Team. Today, we’re highlighting one of those members, Michelle Mathieu, CEO and CIO.

We are very happy to have been included in the Puget Sound Business Journal’s 2024 Corporate Philanthropists List as one of the top 25 small

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

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

Our incredible team members are a large part of what makes Fulcrum so special. One of those individuals is Hans Krippaehne, CFA, our Equity Strategist