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  • Get to know us

    We are committed to helping our clients achieve their financial goals. Learn about our team.
    Meet the team

  • Personalized advice

    Your financial goals are unique to you. Learn how we can help you achieve them.
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  • Connect with us

    If you have questions or would like to schedule a complimentary initial consultation, get in touch.

    Contact us

Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Our commitment to clients

One-to-one financial advice

We begin with what’s most important to you—from goals that can include retirement or education, to a major purchase like a second home.

Personalized
recommendations

We provide investment, asset allocation and portfolio recommendations based on your individual goals and personal risk tolerance.

Regular meetings

We document your goals, meet regularly to review and analyze your progress, update your approach as life changes and help you track your progress along the way.

Anytime access

At any time, from any device, access your investments and accounts, track your progress toward your goals and share information with us safely and securely.

Ready to learn more about how we can help you? Getting started is as easy as scheduling a complimentary initial consultation.

Request a consultation

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Events

2025 Economic Update

Hello Clients and Friends,

You are invited to join Melda Mergen, the global head of equities at Columbia Threadneedle Investments, for an insightful discussion on our Capital Market Outlook and Opportunities. This session on Tuesday, 1/28/25 will provide you with the latest updates on economic influences affecting portfolios, as well as specific challenges and opportunities across global asset classes.

Key topics to be covered include:

• Recent market trends

• Critical data points under observation

• Post-election political factors andpolicy implications

• Future market expectations

After Melda’s 2025 Economic Update presentation, we will conclude with a Q&A. If you have a question you would like to see addressed during the event, please email fulcrumwealthmanagementgroup@ampf.com with your question or in the Comments section of your RSVP.

Unfortunately, we will not be able to provide a recorded version of this event, so please do your best to attend!

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Honored to be recognized in Forbes

All of us at Fulcrum Wealth Management Group are proud to share that our team has been included on the 2025 Forbes Best-in-State Wealth Management Teams list. This list recognizes teams who excel at helping clients focus on their long-term financial goals – And we’re proud to say that is our No. 1 priority. Thank you to our clients for your loyalty and for the opportunity to continue to serve you.