Insight and advice for wealth and living well

These financial planning insights, market commentary resources and ideas for living well can help you explore the benefits of your hard work.

Look beyond the daily dramas of the market and explore the global currents underneath.

Get topical financial tips and specialized insights from the Fulcrum Wealth Consulting team.

WorthWhile magazine explores the many facets of wealth, investing, planning and living well.

Get more from Client Access, a powerful tool for understanding your finances and investments.

Meet your objectives with objectivity.

Carrying your wealth well into the future starts with a plan.

Wealth means more than having money. It means creating opportunity

Joshua A. Waymire, CFP^®, CIMA^®, CDFA^®, CEPA^®; Senior Vice President, Wealth Management, Certified Exit Planning Advisor^™