Fulcrum Capital Partners began in 2005 as Greenhill Partners. In 2009 the firm expanded, merged with another firm and renamed the group Fulcrum Capital Partners. From the beginning the firm has specialized in the design and implementation of retirement plans, executive benefits and exit planning for closely held businesses. Over the years we began to focus heavily on investment management, estate planning and wealth transfer, and comprehensive financial planning. Today we continue to serve our business clients, and also serve the many individuals and families employed by our business clients, as well as select families and individuals that come to us from referrals.
