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“Working with Maddi Williams, Alex Krider, Tiffany Shafer, and the rest of the Avier onboarding team has been an absolute pleasure since we started in January. They gave us the perfect roadmap for retirement planning, savings targets, investing, and tax optimization. They are incredibly knowledgeable, completely low-pressure, and always open to our thoughts. We have now finished onboarding and feel fully set up for long-term success. I can't thank them or recommend them enough!”
“After a 42-year career in strategic planning, I did my homework and evaluated several wealth management firms before making a decision. I began working with Fulcrum two years prior to my retirement, and the experience exceeded my expectations.
What stood out most was not just the sound financial advice and well-structured planning, but the genuine, no-pressure interest they showed in securing my financial future. Today, I can clearly see the positive results of that decision reflected in my account balances — and just as importantly, I’ve gained a trusted relationship along the way.
Fulcrum has been an invaluable partner in helping me transition confidently into retirement.”
“Dave and his team, have always given me the time and financial leadership to help me make wise financial decisions. Helping me reduce risk and enhance my financial situation. Appreciate all you do for the community!”
“I’ve been very impressed with the professionalism and responsiveness of the team — they consistently provide quick turnaround on questions and clear, well-explained guidance. Their convertible bond tax tool is particularly effective, offering excellent tax efficiency and practical insights. Highly recommend their services for anyone looking for knowledgeable and efficient accounting and tax support.”
“John has been my Financial Advisor for over a decade and he is excellent. On top of bringing integrity and expertise to his work, John cares deeply about his clients. He listens to my concerns and goals then works with me look after my financial wellness.John takes the time to grow my understanding and knowledge of wealth management in a way that builds my trust in my decisions in this space as well as his. I have recommended John to many friends and will continue to do so.”
“Extremely pleased with Colton Dunc for his help in resolving an issue that was created by a system change which locked access to my account. Colton was friendly, courteous, and very professional. “Thank you, much appreciated!””
“Working with Catherine on my business taxes has been a great experience! She is very prompt with answering any questions, keeps me informed and helps me understand the process of my business filings and completing my returns. Very happy with her services!”
“I've been continually impressed with the quality and professionalism of the entire staff at the Bellevue Schwab location, from the front desk, to Channer (investment consultant), to Mike (one of their senior advisors), the team has been excellent.”
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“We've had a great experience working with Alterra! Zach and Jack have been outstanding partners, their knowledge and patience helped us build a long term financial strategy. The took time to understand our goals and values, then presented us with a plan and explained how each element of that plan reinforced the things that were important to us. They were patient in walking us through their different recommendations (sometimes more than once!), and we always felt like they were honest and straightforward about where risks or tradeoffs existed. We would strongly recommend Alterra to anyone looking for help navigating the complexities of planning a financial future!”