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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

  • Connect with us

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

    Contact us

  • Proud to be recognized

    2024 Ameriprise Client Experience Award recipient

    Thank you

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

Savvy Women, Smart Investors

Hello Clients and Friends,

You're invited to the "Savvy Women, Smart Investors" virtual event with Liz Flint, Assistant Vice President, and Business Development Consultant with MFS® Investment Management®. During this complimentary session, we’ll discuss key financial matters at each stage of your life and how to navigate them. We’ll talk about the unique financial challenges women may face and learn what questions to ask and how to get the right help answering them.

Please feel free to share this with the women in your life who may benefit from this content. We’re looking forward to you joining us for an insightful and empowering session!

Let's Go to New Orleans - Virtual Cooking Class

Hello Clients & Guests,

Join us for our 4th annual virtual cooking class! This year, we are taking a trip to New Orleans with our guest instructor, Kyrsten Beidelman. Chef Kyrsten will be joining us again from HipCooks, a culinary school and kitchen store in Portland, OR. You may remember her from our Thai cooking class last year! Learn from her on this culinary adventure down to the south and apply that knowledge to create a delicious meal.

We will be preparing and celebrating one of New Orleans most popular dishes, Etouffee and Cornbread for smotherin’. Etouffee, a dish deeply rooted in the culinary traditions of Louisiana, is a flavorful and rich stew that has captivated tastebuds for generations. The name "Etouffee" comes from the French word for "smothered," which perfectly describes the cooking technique used to create this dish.

RSVP is required to receive the shopping list of ingredients you will need. Don’t feel like cooking? No problem! Mix up a cocktail/mocktail, follow along, and take notes so you can make it another time.

*Please note, there is some prep to be done prior to class.

**The optional paired drink is a festive Mojito, instructions included to prepare before class.

***We are not able to provide a recording of the event.

2025 Medicare 101: Understanding Your Medicare Options

Hello Clients and friends,

Are you ready to understand your Medicare options better? Join us for an informative session, "2025 Medicare 101: Understanding Your Medicare Options," presented by James Teague, CEO and Owner of Healthcare Advisors NW. With two decades of experience, James is committed to providing quality advice about health insurance.

Topics to be discussed include:

  • Medicare Basics
  • Parts of Medicare: Hospital Insurance, Medical Insurance, Medicare Advantage, and The Medicare Prescription Program
  • Income Related Monthly Adjustment Amount (IRMAA)
  • Original Medicare + Supplement versus Medicare Advantage
  • Supplement (Medigap) plans and their benefits
  • Prescription Drug Plans and how they work
  • Enrollment periods

We hope you can join us for this valuable presentation. Your health and peace of mind are our top priorities.

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.