Your Financial Planning Partner In Greater Charlotte

Supporting you in all your planning needs...First and Always!

Expertise, Experience & Relationships To Support Every Aspect of Your Financial Life

We strive to demonstrate the following core principles in every interaction you have with us:

Our interests are aligned with yours
Partnership means real service, not lip service
We seek optimal solutions, not just whatever is most available or easiest to implement
Our approach is holistic, capable of supporting your complete financial life

About Fulcrum Wealth Advisors

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News & Investment Updates From Fulcrum Wealth Advisors

Puzzles and wooden toys

Investment Update

Investment Systems Can Do Almost Anything. But Not Everything.

May 30, 2025

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Flower growing amid round stones

Investment Update

Simplicity Is a Good Defense Against Uncertainty

April 30, 2025

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Fruit fly

News

You Are Not A Fruit Fly

April 25, 2025

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Three white eggs alongside three brown eggs

Investment Update

Downturns May Look Similar, But Context Tells Us When To Act Different

March 31, 2025

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Scrabble tiles: decide, commit, repeat

Investment Update

A Disciplined Strategy Helps Avoid Self-Inflicted Wounds

February 28, 2025

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Blueprint Financial Advisors d/b/a Fulcrum Wealth Advisors is an investment adviser registered under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply any level of skill or training. For more information, please visit adviserinfo.sec.gov and search for our firm name. All content available on this website is general in nature, not directed or tailored to any particular person, and is for informational purposes only. Neither the website nor any of its content is offered as investment advice and should not be deemed as investment advice or a recommendation to purchase or sell any specific security. Blueprint does not represent that any opinion or projection will be realized. Neither Blueprint nor any of its advisers, officers, directors, or affiliates represents that the information presented on this website is accurate, current or complete, and such information is subject to change without notice. Past performance is not a guarantee of future results. Neither this website nor its contents should be construed as legal, tax, or other advice. Individuals are urged to consult with their own tax or legal advisers before entering into any advisory contract.

Securities offered through Kingswood Capital Partners LLC, member FINRA, SIPC. Kingswood Capital Partners LLC and Blueprint Financial Advisors LLC are not affiliated.