Who we serve

Achieve Financial
Clarity

INVEST WITH INTENTION

Is it important to you to make investments that align with your values? Is diversity in hiring or closing the gender wage gap a passion of yours? Are you most interested in investing in organizations with policies on human rights or climate change? We can help ensure your investment portfolio reflects what’s important to you and we don’t believe you need to accept lower returns to do that.

HOW WE WORK

Get a personalized approach

There’s no one-size-fits-all approach here. Instead, we build relationships based on trust and offer you our personal best.

Woman and man laughing in room with pie
  • Discovery

    At Fulcrum, you are our focus. Unlike big firms, we get to know you at a deep level to identify what needs to be done and anticipate your needs moving forward.

  • Strategy

    We help you make the important decisions that turn your goals into action-oriented strategies that safeguard and grow your wealth while reinforcing your values.

  • Lift off

    Finally, we launch the plan into action. We adapt your plan as we go to address your life in motion and continue to focus on what matters most.