Fulcrum Wealth Advisors, LLC

Michael Rose is a financial advisor with Fulcrum Wealth Advisors, LLC in Bellevue, WA, holding Series 63 and Series 66 licenses and bringing 50 years of industry experience. He has worked at Fulcrum Wealth Advisors since 2013 and also serves as a consultant for a construction business called Castle Builders. Fulcrum Wealth Advisors serves individual and institutional clients with discretionary investment management, wealth management, financial planning, and consulting services. The firm employs a proactive investment approach that combines quantitative and qualitative analysis, modern portfolio theory, and proprietary methods, managing approximately $208 million in discretionary assets.

James Falcone is a financial advisor at Fulcrum Wealth Advisors, LLC in Bellevue, WA, with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Cetera Investment Advisers LLC and Cetera Wealth Services, LLC. In addition to his advisory work, he is a licensed fixed insurance producer offering life, disability, annuities, and long-term care insurance. Fulcrum Wealth Advisors serves individual and institutional clients, providing discretionary investment management, wealth management, financial planning, and consulting. The firm uses a combination of quantitative and qualitative analysis, modern portfolio theory, and proprietary scoring methods to construct tailored portfolios across a broad range of instruments.

Steven Rosenthal is a financial advisor at Fulcrum Wealth Advisors, LLC in Bellevue, WA, holding a Series 66 designation with six years of industry experience. He also operates as a Certified Public Accountant, providing tax planning and preparation services through his own practice and other accounting roles. Rosenthal has worked at firms including Cetera Advisor Networks and Intuit Inc. Fulcrum Wealth Advisors serves individual and institutional clients with discretionary investment management, wealth management, and financial planning. The firm employs a proactive investment approach using quantitative and qualitative analysis, managing approximately $208 million in assets with a small advisory team.