Our Mission is to help protect, preserve and grow family wealth as it pertains to our clients individual goals, dreams, and legacy. Our priority is the preservation of capital. We seek appreciation only when it is consistent with prudent risk, using portfolio diversification as the cornerstone of our clients wealth growth strategy. We seek to minimize risk by utilizing our multi-dimensional approach to money management: global equity, global fixed income, alternative investments, and cash. We recognize the value of long-term planning, by seamlessly integrating cutting edge investment strategy, modern portfolio theory and nontraditional systems modeling into a complete plan.

About Fulcrum Wealth Advisors, LLC

Fulcrum Wealth Advisors was founded on integrity and trust, in order to meet the needs of sophisticated individuals, families, business owners, and organizations who seek more from their financial advisor than what conventional financial services firms offer. We began this business in 2013 as a commitment to protect our clients from unnecessary fees, costs, and conflicts of interest, which are the mainstay of traditional "Big-Box" financial institutions. Fulcrum Wealth Advisors is owned by the partners and has no outside shareholders or corporate parent. Thus, we strive to be free from the conflicts of interest that arise when a traditional firm needs to service the interests of its shareholders ahead of the interests of its clients. Our combined 60+ years of experience within such enterprises compelled us to offer a different kind of experience, one that puts people before profits, and planning before product.

Joseph M. Maas, CFA, AVA, CM&AA, CFP®, ChFC, CLU®, MSFS, CCIM, CWPP has over 19 years of experience serving the financial needs of private wealth clients, businesses and trusts. Joe's expertise leads the Synergetic Finance Company's Financial Management, Business Valuation and Consulting, and Mergers and Acquisitions processes along with the firm's core financial foundation strategies. Before founding The Synergetic Finance Companies, Joe founded and operated a securities broker/dealer and an insurance company. He holds a Bachelor of Arts in Finance, a Master of Science in Financial Services, and has studied finance abroad in Japan, Hong Kong, China and Thailand. To complement his studies, Joe has earned the professional designations of Chartered Financial Analyst (CFA), Accredited Valuation Analyst (AVA), CERTIFIED FINANCIAL PLANNER (CFP®), Chartered Financial Consultant (ChFC), Certified Commercial Investment Member (CCIM), Certified Wealth Protection Planner (CWPP), and Chartered Life Underwriter (CLU®). Additionally, Joe is a current expert in his field by serving as a member of the CFA Institute, the National Association of Certified Valuation Analysts, the CCIM Institute, the Seattle Estate Planning Council, The Asset Protection Society, The Wealth Preservation Institute, The Society of Financial Services Professional's Estate Planning Section and their Business and Compensation Section. Joe is also a member of the Financial Planning Association, The American Finance Association, The Rental Housing Association of Puget Sound, The Northwest Multiple Listing Service, The Commercial Brokers Association and has participated as a guest lecturer for the Elder Law Section of the Washington State Bar Association.

About Synergy Financial Management, LLC

Synergy Financial Management, LLC (SFM) is a financial planning and Registered Investment Advisory firm headquartered in Bellevue, WA. The firm specializes in providing fee-based comprehensive financial planning services and investment advice to individuals and businesses. Since Synergy Financial Management, LLC is a fee-based advisor; potential conflicts of interest regarding compensation are removed.

Eric wants to live in a world filled with people who are at financial peace, unburdened by the anxiety that comes with trying to figure out how to never go broke. He also wants to live in a world where markets only go up, people never become chronically ill, and emergencies never occur. Unfortunately, that world doesn't exist. As a financial advisor and planner with more than 20 years of experience, he's worked with clients as young as 1 and as old as 93. He's seen clients' toddlers graduate from college, attended many retirement parties, and managed to navigate through some of the most tumultuous markets years in the history of our nation. That look in his eye is the look of someone who's seen it all but is always looking to learn more and pass that knowledge on. When he's not helping families of special needs children and adults figure out how to make their money last two lifetimes, you'll find him spending time with his patient and big-hearted wife, Heather, and their two wonderful children. His oldest is autistic (and amazing) and that has been a driving force behind his goal to be a significant long-term resource for other families that want to know that (a) its going to be okay, (b) they aren't alone, and (c) people are here to help. Eric knows first-hand how hard it is to plan for two lifetimes, let alone one.

About Spectrum Financial Partners

Our Advisors provide independent, local, and full-service personal wealth management through our SEC-Registered Investment Adviser. Providing this service that allows you to focus on the most important things in your life. We look to build long-term relationships built on trust. Keeping your best interests front and center, we break down your sometimes complex and confusing financial lives into manageable and actionable parts. Then, year after year, we help keep you on track within your unique vision for the future. Local - Based in Bellevue and Seattle, we live and work in your community, the Pacific Northwest. Our business is built on decades' worth of local relationships. When you need something that is beyond our capacity, we probably know someone local who can help. Straight talk - We will tell you what you need to know, not what we think you want to hear. Meet you where you are at - Whether you are an engineer who takes great comfort in spreadsheets and sophisticated analytical illustrations or a person for whom "graph" is a dirty word, our job is to explain findings and recommendations in the way that works best for you. We will not use jargon to impress or confuse you. We want to help you achieve financial independence. Our twin obsessions: Make sure - to the best of our ability - you don't run out of money. Help you achieve the life you want to live.

Joined Financial Engines in 2013. Began his career in the financial services industry in 1983. Successfully completed the Series 7, 63, and 66 examination(s) administered by FINRA. Attended Baruch College, CUNY studying real estate and finance. Grew up in New York City. Dimas enjoys camping, hiking, fishing, hunting and traveling. He also is an avid marathon runner just completing his 1st NYC marathon in 2017. He has also been inducted into the 2017 Rock n Roll Hall of Fame by completing 15 half/full marathons in one year.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews¹ and Barron's², with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. ¹Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); ²The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.

As a Chartered Financial Consultant (ChFC), Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), Certified Commercial Investment Member (CCIM), and an Accredited Investment Fiduciary (AIF), John has extensive experience and practical education in all aspects of financial planning and financial services. John has been awarded outstanding achievement awards from the Cascade Association of Life Underwriters and as Broker of the Year at a previous firm. John enjoys sharing his knowledge at industry conferences on topics ranging from client relations to 401(k) and 403(b) planning techniques. He has been quoted in several national publications, including Investment News and the Wall Street Journal. John graduated with a BS from Boston College where he earned both academic and athletic scholarships, and completed postgraduate work in Baltimore, Maryland. John volunteers with several local organizations, and he and his family have helped build schools, health care centers, and homes for the poor in Nicaragua since 1989. John is an accomplished classical violinist and active in jiu jitsu. But his true passions are alligator wrestling, singing off key, and laughing with his three young children, and creating a future with his wife, Shannon.

About Aspire Capital Advisors LLC

At Aspire Capital Advisors, we're honored to help businesses, non-profits and individuals plan, manage and work toward their financial goals. We believe in a personalized, attentive approach to financial planning. We value lifelong relationships with our clients. And we love to see people achieve their dreams. Ready when you are.

Ryan was born and raised in the greater Seattle area. Seeking adventure, he spent two years as a missionary in the Philippines before college. The experience illuminated the importance of service to others. He also learned to speak fluent Tagalog! Attending Brigham Young University in Provo, Utah, Ryan studied biology and business management. He returned to the Northwest after graduation and started a career with the Washington Department of Fish & Wildlife Police. His time in law enforcement taught him it was not his calling; instead, he was driven to employ his business acumen and seek new opportunities. Later, Ryan became an insurance agent for a nationwide company. It was there he learned that he wanted to spend his time educating clients to make prudent financial decisions to help them prepare for retirement. This desire led him to join Edward Jones as a financial advisor, building his Marysville practice from the ground up. Years later, in 2017, the chance to partner with Bob McMahon, DBA Premier Wealth Washington, offered an opportunity to grow professionally in ways he never thought possible while providing his clients with the highest level of service. Personal Ryan and his wife, Ashley, live in Lake Stevens with their three children: Zach, Quin, and Charlee. The kids are actively involved in sports and scouting. When not at home, you can usually find the family outside enjoying naturethey love to crab, clam, and fish.

About Premier Wealth Washington

Ryan Sant and Bob McMahon, DBA Premier Wealth Washington, offer financial planning through their affiliation with an independent, SEC registered investment adviser, Commonwealth Financial Network. Their team is separate from other Financial Advisors by a combination of: The breadth and caliber of our technology The talented and dedicated people who work here The services we offer that put clients' needs first Our independent ownership structure Our competitive pricing Our focus on providing indispensable service to our clients because we recognize that our success is dependent on our clients, not the other way around. Yet more meaningfully, Premier Wealth Washington's culture is special and rare, and this is apparent when you walk our halls or call our group. We believe that we are highly success because we: Believe that our business, like life, is really all about the quality of personal relationships Value intellectual curiosity, preach flexibility and entrepreneurship, and take criticism constructively Offer the breadth and depth of services and technology of a large corporation, but are small enough to quickly adapt and flourish in this ever-changing climate Hire smart, caring professionals who excel at what they do and truly enjoy interacting with others Foster a workplace where colleagues become lifelong friends Honor the determination of every individual affiliated with our group to develop their skills Work very hard to maintain a culture and environment where our team enjoys coming to work, and where clients enjoy their interaction with our group

Tel: (425) 4521222
200 112th Ave NE,
Suite 205,
Bellevue,
WA  98004

Tel: (425) 9181414
20700 44th Ave. W,
Suite 240,
Lynnwood,
WA  98036

Tel: (253) 5293322
2505 S. 320th Street, Suite 220,
Federal Way,
WA  98003