Fulcrum Wealth Management Group Team Profile

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, 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 your advisor safely and securely.

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Retirement Planning Strategies
Wealth Preservation Strategies
Investment Management
Saving for Education
Women's Financial Strategies
Social Security Retirement Benefits
Retirement Income Strategies
Charitable Giving
Retirement Plan Distribution
Insurance
Sustainable and Responsible Investing
Business Retirement Plans
Investments
Cash Flow Management Strategies
Estate Planning Strategies
Executive Compensation and Benefit Strategies
Family Finances
Intergenerational Planning
Domestic Partner Planning
Tax Planning Strategies

Justin Samples, AdvisorHub Advisors to Watch (under $1Bil), 2023
Justin Samples, Forbes Best-in-State Wealth Advisors, 2018-2023
Justin Samples, Barron’s Top 1,200 Financial Advisors, 2017-2023
Justin Samples, Ameriprise Chairman's Advisory Council, 2017-2023
Vieng Bounnam, Five Star Wealth Manager, 2013-2018, 2021-2023
Fulcrum Wealth Management Group, Ameriprise Client Experience Award, 2021-2022
Justin Samples, Forbes Best-in-State Next-Generation Wealth Advisors, 2019, 2022
Justin Samples, Forbes Top Next-Generation Wealth Advisors, 2017-2022
Justin Samples, Ameriprise Circle of Success, 2008, 2013-2016, 2021
Justin Samples, Financial Times 400 Top Financial Advisers, 2017, 2019-2020

Portland and Vancouver Advisors and staff volunteering at the Clark County Food Bank.

For the Ameriprise National Day of Service, our team volunteered at Clark County Food Bank in Vancouver, the Idaho Food Bank in Boise, Second Harvest in the Tri-Cities and Food Bank of Northern Nevada in Reno to help families in our communities. We believe everyone should have enough food to eat.