Angie Bass
abass@fulcrumwealth.com
704-817-4480, ext. 4
Client Relations Specialist
Angie’s background in client service roles built a strong foundation for her to join Fulcrum Wealth Advisors in 2025. She worked for more than a decade as a barista and another in the automative industry.
Her upbringing in a military family, living most of her early life overseas, also instilled in her beliefs about the value of:
- Being adaptable in the face of change
- Learning about new people, cultures, and traditions
- Seeking out ways to serve others
These attributes contribute to her ability to build relationships with and understand the individuals and families served by Fulcrum Wealth Advisors.
She is responsible for supporting Fulcrum Wealth Advisors clients with their various requests and questions, from providing information about accounts or investments to answering questions about Schwab and assisting with paperwork.
Angie has a degree from Nashville Auto Diesel College.
Avid Cook & Gardener
Angie is married to her husband Pete, and she has two teenage boys.
In addition to spending time with her family, she enjoys cooking, gardening, and working on home improvement projects.
Her list of former addresses is long because of her childhood in a military family. When her family returned from living overseas, they settled in California. As an adult, she then spent time in Louisiana and Tennessee. She has called Mint Hill, NC, home since 2014.
