Falcone, Jim

Title(s): Managing Director

After 24 years of working for an array of large financial firms, I decided it was time to branch out on my own and start Fulcrum Wealth Advisors. I started Fulcrum on the principle of providing solutions to all client needs and reducing risk by utilizing our multi-dimensional approach to money management.

As Managing Director of Fulcrum Wealth Advisors, I engage with clients to identify specific long-term goals and personal value systems. As a fiduciary, I help clients construct and monitor strategic investment portfolios built upon the specific value systems of the family or organization. I am licensed in Series 7, 31, 63, 65 and hold a Washington state insurance license for life & health.

Company Name: Fulcrum Wealth Advisors
Business Website: https://www.fulcrumwa.com/
Business Address 1: 10900 NE 8t
Business Address 2: Ste 1000
Business City: Bellevue
Business State: WA
Business Zip: 98004
Business Phone: 877-400-0260
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