Overview

Fulcrum Wealth Management Group was formed in 2013 with one purpose in mind, to help people reach their goals. What started with two people and one location has evolved into a team of twenty, with five offices across the Northwest. We attribute our success to a constant focus on our core values: Family: We value family and help clients feel they are a part of ours. Integrity: We are radically transparent. Growth: We help others develop a plan so that they can focus on what they want to get out of life. Leadership: We help lead clients through important stages of life. Health: We help you focus on financial health which can, we believe, promote overall health. While holding our values paramount, our mission is to help you live a simpler, more productive life through a disciplined wealth management approach. Boise: 8781 W Ardene St Ste 101, Boise, ID 83709-2699 208.938.4416 Portland: 4380 SW Macadam Avenue Suite 180, Portland, OR 97239 503.546.2243 Vancouver: 15609 SE Mill Plain Blvd Suite 100, Vancouver, WA 98684 360.883.2623 Tri-Cities: 1009 N Center Parkway Suite 220, Kennewick, WA 99336 509.987.1744 Reno: 155 N Country Estates Circle Suite 300, Reno, NV 89511 775.825.5851 Please visit http://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media.