Invested in our community

Like many of our clients and their families, our branches now reach beyond the horizon, but our roots are in the Colorado Springs area. We’re proud to volunteer and offer financial support to these inspiring, essential and community-building hometown organizations.

In service

Joshua Waymire

Peak Vista Community Health Centers Foundation

  • Board Chair 2015-2016
  • Board Member 2012-2017

Cultural Office of Pikes Peak Region 

  • Board Member 2012-2014

Colorado Springs Estate Planning Council 

  • Executive Committee 2008-2011
  • Board President 2010-2011

CASA of Pikes Peak Region 

  • Board Member 2006-2012, 2017-2023
  • Executive Committee 2008-2010, 2019-2023
  • Board Chair 2009-2023
  • Board Treasurer 2022-2023

Colorado Springs Leadership Institute – Class 2009

  • Board Treasurer 2014-2015
  • Board Member 2012-2018
  • Selection Committee Chair 2019

Matthew West

El Pomar - Colorado Springs Youth Sports, Inc. 

  • Treasurer 2016-2021
  • Vice President 2022-Present

 

In support

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Integrity

We aspire to manage Fulcrum with the utmost honesty, charter, and ethics, always acting in our clients’ best interests.

Service

We are passionate about serving individuals, institutions, and our community to enhance financial and overall well-being.

Prudence

Collectively, we possess specialized skill sets, insight, and knowledge to support and empower each other and our clients.

Excellence

We strive for excellence and take pride doing consistent, high-quality work.

Connect With Us

Fulcrum Wealth Consulting of Raymond James

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