Helping Clients In Every Aspect Of Their Financial Lives

Fulcrum Wealth Advisors is an independent financial planning and wealth management firm primarily focused in greater Charlotte.

These core principles drive how we work with clients, who we bring onto our team, and who we partner with.

Alignment
Of Interests

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Partnership
Means Service

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Optimal
Solutions

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Holistic
Approach

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Alignment
Of Interests

More Info

Partnership
Means Service

More Info

Optimal
Solutions

More Info

Holistic
Approach

More Info

Our interests are aligned with yours.

You might notice our website says very little about specific financial products. That’s because our firm is not built for quick, commission-based transactions. Quite the opposite, actually.

Our foundation is listening: Our team listens to the needs of our clients and takes a hands-on approach to assisting with every aspect of their financial lives. Identifying optimal financial solutions that can get clients to their desired financial futures is the last piece of the puzzle, never the first.

Our ideal client is someone who will trust us to manage their financial future for their total life. Finding these clients necessitates that our interests are aligned with yours. We must continually demonstrate our value, integrity, and trustworthiness to you year after year. As your financial partner, we will do everything possible to keep you focused on where you want to go, advise you on how to get there, and remind you of the importance of maintaining a disciplined approach to realize your dreams.

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Partnership means real service, not lip service.

You may hear other financial planning and wealth management firms pledge to be your partner. We’re different because we don’t just want you to HEAR those words; we want you to FEEL that promise in every interaction you have with our team.

We view each of our clients as partners in our firm. They’re real people with real families, valid financial concerns, and individualized financial goals. We treat each of their financial situations with respect and attention – no matter how big or small, simple or complex.

You can reach out to us anytime. We’re available to you for a review of your financial plan, to help you navigate the maze of financial decisions that need to be made during major life events, and to share our perspective about what’s been happening in the financial markets.

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We seek optimal solutions, not just whatever is most available or easiest to implement.

Clients choose Fulcrum Wealth Advisors because they want to learn and understand their current financial situations in order to successfully make decisions concerning their futures. We take that responsibility seriously. It’s why we continually evaluate our strategic partnerships to ensure we’re offering clients industry-leading solutions that can help them reach their desired financial futures.

Our network of professional partners is robust, with specialists in areas like taxes, life insurance, accounting, retirement, business and succession, and philanthropy. We never settle for the quickest answer; we seek the optimal solution that allows each client to feel heightened peace of mind.

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Our approach is holistic, capable of supporting your complete financial life.

Once they get their entire financial life under one roof, clients tell us they feel less stressed about managing their financial lives. That’s precisely what we strive for!

Our relationship with you is built upon a thorough understanding of your needs, concerns, and aspirations. Once we capture this holistic view of your goals and what you value most, we’ll collaborate to develop a customized and detailed financial plan.

Our team aims to provide clarity as we guide you through all of life’s financial events, no matter how simple or complex your situation – from planning for future education costs or retirement to coordinating a business sale or succession plan, as well as preparing for generational wealth transfer, funding philanthropic efforts, and more.

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To discuss how we can help build your financial roadmap

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