Team profile


With you at every checkpoint

Your financial plan isn’t just about reaching a finish line off in the distance. It’s about helping you become a better person, a better parent, and a better partner every day. The one you want to be.

At Fulcrum Wealth Management Group, we want to be the lever that makes reaching your goals easier and more attainable — whatever they may be. Because when you have a plan that’s designed just for you, life’s greatest moments are made richer, and periods of uncertainty are met with peace of mind and confidence.

Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Investment Management
  • Saving for Education
  • Women's Financial Strategies
  • Social Security Retirement Benefits
  • Retirement Income Strategies
  • Charitable Giving
  • Retirement Plan Distribution
  • Insurance
  • Sustainable and Responsible Investing
  • Business Retirement Plans
  • Investments
  • Cash Flow Management Strategies
  • Estate Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Family Finances
  • Intergenerational Planning
  • Domestic Partner Planning
  • Tax Planning Strategies

Awards & recognition

  • Fulcrum Wealth Management Group, Forbes Best-in-State Wealth Management Teams, 2024
  • Justin Samples, Forbes Best-in-State Wealth Advisors, 2018-2024
  • Justin Samples, Barron’s Top 1,200 Financial Advisors, 2017-2024
  • Justin Samples, Ameriprise Chairman's Advisory Council, 2017-2024
  • Kyle Chandler, Five Star Wealth Manager, 2024
  • Justin Samples, AdvisorHub Advisors to Watch (under $1Bil), 2023-2024
  • Fulcrum Wealth Management Group, Ameriprise Client Experience Award, 2021-2023
  • Vieng Bounnam, Five Star Wealth Manager, 2013-2018, 2021-2023
  • Justin Samples, Forbes Best-in-State Next-Generation Wealth Advisors, 2019, 2022
  • Justin Samples, Forbes Top Next-Generation Wealth Advisors, 2017-2022

Community participation

Portland and Vancouver Advisors and staff volunteering at the Clark County Food Bank.
Portland and Vancouver Advisors and staff volunteering at the Clark County Food Bank.

For the Ameriprise National Day of Service, our team volunteered at Clark County Food Bank in Vancouver, the Idaho Food Bank in Boise, Second Harvest in the Tri-Cities and Food Bank of Northern Nevada in Reno to help families in our communities. We believe everyone should have enough food to eat.

  • Clark County Food Bank
  • Idaho Food Bank
  • Second Harvest
  • Food Bank of Northern Nevada

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.