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Fulcrum Wealth Advisor  

10900 NE 8th St. #1000 - Bellevue, WA 98004
Fulcrum is an independent Investment Advisory Firm. Financial Planning and implementation aimed at achieving an investiors specific needs, wants and wishes.

Jack Gruber - 425-365-7160  

Wealth Advisor

My Expertise
I specialize in helping business people develop and implement meaningful tax and cost reduction strategies.
It is not about how much money you gross, it is about how much money you get to put in your pocket.

Financial Advisors - Asset Management

Years Experience
30+ years

Series 7 24 65, 66

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Questions & Answers
Q: What advice would you give to a customer looking to hire a company like yours?
A: When evaluating investment products always ask yourself "what specific role does the product play in my long-term financial plan?" if you can't answer that question don't by the product. remember 80+% of your investment return comes from your asset allocation.

Q: What is the most common type of project or service your company provides?
A: Long-term financial planning and implementation. I am particularly focused on reducing an investors tax burden.

Q: In what ways is your company environmentally friendly?
A: I personally am an urban commuter. I utilize public transportation for 80+% of my meetings and client engagements.

Q: What would you like your customers to know about your company?
A: It is not how much your investments earn, it is how much do you get to keep.

Q: What is your company best known for?
A: Planning, Tax savings, portfolio construction, long-term customer relationships.

Q: What separates your company from the competition?
A: Our focus on client specifics. There are thousands of investment products. The only ones that matter for you, are the ones that help achieve your goals.

Q: Does your company offer a warranty or guarantee?
A: In the investment business providing guarantees are illegal.

Q: What questions do customers most frequently ask you? What is your answer?
A: "Is the market going to go up or down?" my answer, "yes"

Q: Does your company offer discounts to senior citizens or veterans?
A: All customers are treated equally.

How We Charge For Our Services
Financial Advisors - Asset Management
- 75.00 to 100.00 percent of investments purchased
I am a fee-only provider. I take no commissions from by clients. 100 BP = 1% 75 BP = 3/4 %

* All information in this profile, including licensing, has been provided by Fulcrum Wealth Advisor. This information is not verified by ProMatcher.

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