Michael Rose's Contact Details

Michael Rose's Company Details

Fulcrum Wealth Advisors

Bellevue, WA, US • 5 - 9 Employees
Financial Services

Our Mission: To help protect, preserve, and grow family wealth as it pertains to our clients' individual goals, dreams, and legacy.Fulcrum Wealth Advisors has a diverse client base that includes wealthy individuals, families, private business owners, trusts, not-for-profit organizations, and corporate retirement plans. We are independent, free from outside influences, and owned by local partners. Independence means no corporate parent or pre-negotiated contracts will ever influence our clients' best interests. We adhere to our role as stewards of wealth rather than broker/salespeople. Not having outside shareholders means the client's assets do not serve the interests of far-away shareholders. Thus, we strive to be free from potential conflicts of interest that arise, such as when a corporation serves its shareholders' interests ahead of its clients' interests. We do not have any "soft-dollar" relationships with money managers that might influence our advice. As a result, we strongly align our interests with those of our clients. Securities and advisory services offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC), member FINRA/SIPC, a broker/dealer, and registered investment adviser. Cetera is under separate ownership from any other named entity. Some Investment advisory services are offered through Fulcrum Wealth Advisors, LLC. Fulcrum Wealth Advisors, LLC is a registered investment advisor in the State of Washington. Please email us for more information: info@fulcrumwa.com