Fulcire Wealth Management, LLC

Fulcire Wealth Management works with well‑to‑do individuals and families, providing portfolio management alongside tax and wealth‑transfer guidance. The firm concentrates on managing the portion of clients’ assets earmarked for short‑term investments and income generation.

Its investment approach pairs purchases of dividend‑paying equities with covered‑call writing to supplement yield and provide limited downside protection, using option‑pricing analysis (including Black‑Scholes) to evaluate call premiums. The brochure notes the firm avoids leverage and lockups, maintains client assets in the clients’ names under a limited power of attorney for trading, and expects clients to maintain their own bookkeeping.

A distinguishing feature is the principal’s background as a Certified Public Accountant and the explicit attention to tax consequences and accounting in portfolio management, which informs both methodology and client expectations. The firm documents a concentrated, options‑focused income strategy in detail and serves a very small client base, making its tax‑aware, options‑centric approach less typical among similar independent advisors.