Fulcrum Wealth Systems, LLC

Overview

Fulcrum Wealth Systems, LLC is a small, fee-based advisory firm that focuses on portfolio management for individuals and small businesses. The firm operates as a limited liability company with an individual owner and charges clients a percentage of assets under management. Investment activity leans heavily toward fixed-income strategies: its portfolio allocation shows a strong tilt to U.S. government bonds rather than equity-heavy or ESG-oriented mandates. Fulcrum does not present itself as a multi-state adviser, pension consultant, capital allocator, or active ESG investor; its client work is concentrated on private individuals and families. The firm lists an affiliation with an insurance company, suggesting either referral/partnership relationships or access to insurance products as part of client planning, but its core advisory activity is discretionary portfolio management rather than insurance brokerage or institutional consulting.

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Investments & Alternatives

Location & Offices