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    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.

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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

Tri-Cities Holiday Party - 5th Annual Lighted Boat Parade

Clients and friends,

We are very excited to gather again to celebrate the holidays with you and to thank you for being a part of The Fulcrum Family. Please join us at The Holiday Inn – Richland on the River for food, beverages and last but not least, the Lighted Boat Parade!

Be our Holiday Party guest on Saturday, December 7th, 2024, at The Holiday Inn – Richland on the River from 6:00PM - 8:30PM. Please visit our website to RSVP online by Friday, November 15th. If you are unable to attend, your regrets are appreciated. Guests are welcome!

If you have any questions regarding this event, please don’t hesitate to call at 509.987.1744. We look forward to hearing from you soon!

Reno Holiday Party - Food & Fun at South 40!

Clients and friends,

We are very excited to gather again to celebrate the holidays with you and to thank you for being a part of The Fulcrum Family. Please join us at South 40 for food, beverages, private bowling, arcade, and more!

Be our Holiday Party guest on Thursday, December 12th, 2024, at South 40 from 5:30PM - 8:00PM.

Please visit our website to RSVP online by Tuesday, November 19th. If you are unable to attend, your regrets are appreciated. Guests are welcome!

If you have any questions regarding this event, please don’t hesitate to call at 775.825.5851. We look forward to hearing from you soon!

Boise Holiday Party - A Private Screening of Disney's Mufasa

Clients and friends,

We are very excited to gather again to celebrate the holidays with you and to thank you for being a part of The Fulcrum Family. Please join us for a private screening of Disney’s Mufasa! Feel free to make a night of it and dress up! We will have red carpet access and a photo opportunity for our guests with vouchers for popcorn, drinks, and candy.

Join us on the red carpet on Thursday, December 19th, 2024, at the Regal Edwards Cinema, located at 7701 W Overland Rd, Boise, ID 83709. Doors open at 5:00PM, showtime will be at 6:00PM.

Please RSVP by Friday, November 29th. RSVP is required to attend. Guests are welcome, but please limit to parties of 5.

If you have any questions regarding this event, please don’t hesitate to call at 208.938.4416. We look forward to hearing from you soon!

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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 2024 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.