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Client Satisfaction 5.0 / 5 rating based on 244 reviews
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    We are committed to helping our clients achieve their financial goals. Learn about our team.
    Meet the team

  • Connect with us

    If you have questions or would like to schedule a complimentary initial consultation, get in touch.

    Contact us

  • Proud to be recognized

    2024 Ameriprise Client Experience Award recipient

    Thank you

Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Our commitment to clients

One-to-one financial advice

We begin with what’s most important to you—from goals that can include retirement or education, to a major purchase like a second home.

Personalized
recommendations

We provide investment, asset allocation and portfolio recommendations based on your individual goals and personal risk tolerance.

Regular meetings

We document your goals, meet regularly to review and analyze your progress, update your approach as life changes and help you track your progress along the way.

Anytime access

At any time, from any device, access your investments and accounts, track your progress toward your goals and share information with us safely and securely.

Ready to learn more about how we can help you? Getting started is as easy as scheduling a complimentary initial consultation.

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Events

THIS EVENT IS FULL - Vancouver & Portland Holiday Party - ZooLights

THIS EVENT IS FULL. PLEASE EMAIL MARTA.G.BENSON@AMPF.COM IF YOU WOULD LIKE TO BE ADDED TO OUR WAITLIST.

Clients and friends,

As the holiday season approaches, we want to express our sincere appreciation for your partnership and trust throughout the year. To celebrate and thank you, we’re delighted to invite you and your loved ones to experience the magic of ZooLights!

ZooLights dazzles visitors of all ages with wildlife-inspired light displays and a whole lot of seasonal fun. It’s the perfect place to gather, snap photos, and make lasting memories. Whether you’re looking for a festive family outing or a special holiday date night, ZooLights is sure to delight. We will be providing food, beverages, ZooLight access, and an INDOOR space to warm up. More details will be provided after you RSVP.

Please RSVP online by Wednesday, November 26th. Parties are limited to 6 people per group. Indicate how many children under 12 will be attending with your group in the comments section of the RSVP form.

Thank you again for being such an important part of our Fulcrum Family. We hope you’ll join us for an unforgettable holiday celebration!

If you have any questions regarding this event, please don’t hesitate to call us at 360.883.2623. We look forward to celebrating the holiday season with you!

Tri-Cities Holiday Party - 6th Annual Lighted Boat Parade!

Clients and friends,

We are very excited to gather again to celebrate the holidays with you and to thank you for being a part of The Fulcrum Family. Please join us for food, beverages and finally, the Lighted Boat Parade!

Be our Holiday Party guest on Saturday, December 6th, 2025, at Courtyard by Marriott Richland Columbia Point from 6:00PM - 8:30PM. You read that right! We’re changing venues this year. Please RSVP online by Friday, November 21st. If you are unable to attend, your regrets are appreciated. Guests are welcome!

We also invite you to bring a new, unwrapped toy for our annual Toys for Tots drive to bring smiles to many children's faces this holiday season.

If you have any questions regarding this event, please don’t hesitate to call at 509.987.1744. We look forward to hearing from you soon!

Reno Holiday Party - Food and Fun at South 40!

Clients and friends,

We are very excited to gather again to celebrate the holidays with you and to thank you for being a part of The Fulcrum Family. Please join us at South 40 for food, beverages, private bowling, arcade, and more!

Be our Holiday Party guest on Wednesday, December 10th, 2025, at South 40 from 5:30PM - 8:00PM.

Please RSVP online by Wednesday, November 26th. Guests are welcome!

We also encourage you to bring a new, unwrapped toy for our Toys for Tots drive to bring smiles to many children's faces this holiday season.

If you have any questions regarding this event, please don’t hesitate to call at 775.825.5851. We look forward to hearing from you soon!

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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 2025 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.