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

With the holidays and end-of-year deadlines, charitable giving is top of mind for many people. Cash is generally the least tax-efficient method of making charitable

Many of you may know Di as your incredibly efficient and capable Client Service Associate who makes sure money is transferred when you request it,

The report from Hawi Kadir, our scholarship recipient, on her freshman year at UW provides insight into the impact that CSF is having on students.

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

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

We are honored to help provide a local student with the opportunity to study for and build a career, and we hope they will be

June started off as one of the rainiest on record in the Puget Sound region, leaving us wondering if we’d ever see summer.

We’re honored to share that Fulcrum has been named to the Puget Sound Business Journal’s list of top corporate philanthropists in the region for the

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