Fulcrum Wealth Management Group

In our practice, we provide personalized financial advice to help you manage the impact of taxes over your lifetime and beyond. Working with your tax professional and using our exclusive Confident Retirement® approach, we consider options such as Roth IRA conversions and other tax-free investments,tax-free college savings plans and charitable gift-giving, tax diversification and tax-efficient withdrawals from retirement accounts. Together, we can help you meet your financial future with more confidence.



Advisors

Justin Samples

Justin Samples

CRPC®, AWMA®

Private Wealth Advisor

Chief Executive Officer of Fulcrum Wealth Management Group
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Thomas Frame

Thomas Frame

APMA®

Financial Advisor

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Chris Crosby

Chris Crosby

APMA®, CRPC®

Financial Advisor

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Devlin Carothers

Devlin Carothers

CFP®, BFA, APMA®

Financial Advisor

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Matthew Jeannes

Matthew Jeannes

JD, CPWA®, APMA®

Financial Advisor

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Kevin Harrell

Kevin Harrell

CLU®, APMA®

Financial Advisor

Insurance Specialist
Visit Kevin Harrell's website