Fulcrum Wealth Management Group

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Fulcrum Wealth Management Group A private wealth advisory practice of Ameriprise Financial Services, LLC

10/12/2026

Wondering what it’s like to work with us? Check out this video with our clients, Hank and Donna, to hear their firsthand experience. Here’s a quick preview:

“The Fulcrum team works to keep things on track for us because they understand us personally and what we care about as we approach retirement.”



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Please join us in 2 weeks for an informational webinar on "College Planning Essentials"! We will be hosting Tricia Scarl...
10/08/2026

Please join us in 2 weeks for an informational webinar on "College Planning Essentials"! We will be hosting Tricia Scarlata, Executive Director and Head of Education Savings at J.P. Morgan Asset Management on Thursday, October 22nd @ 10:30PT/11:30MT to cover all your questions!

For more information and to RSVP, please visit our website: https://www.ameripriseadvisors.com/team/fulcrum-wealth-management-group/events/

As markets continue to evolve, thoughtful portfolio diversification remains as important as ever.We're excited to share ...
10/01/2026

As markets continue to evolve, thoughtful portfolio diversification remains as important as ever.

We're excited to share that Justin Samples, Private Wealth Advisor and CEO of Fulcrum Wealth Management Group, was featured in InvestmentNews discussing how dividend growth investing can help investors broaden sources of return, manage concentration risk, and create sustainable retirement income strategies.

Justin's key message: successful investing isn't about chasing yield or making short-term market calls. It's about building a portfolio that supports a client's financial plan and can withstand a full market cycle.

Read the article to learn more about today's opportunities in dividend growth investing. https://www.investmentnews.com/equities/dividend-growth-stocks/268292

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🎉 Celebrating Our October Work Anniversaries! 🎉We are incredibly proud to recognize and celebrate this person for anothe...
10/01/2026

🎉 Celebrating Our October Work Anniversaries! 🎉

We are incredibly proud to recognize and celebrate this person for another amazing milestone with Fulcrum!

👏 Please join us in congratulating:

Matt Jeannes – 🎆10 years as a Financial Advisor in Reno, NV

This milestone represents Matt's commitment, growth, and hard work put in throughout the last decade! Thank you for all that you do—we’re excited for the continued journey ahead!

💙 Congratulations and happy work anniversary

09/24/2026

Our BP3 approach is about helping our clients and our team become better people, better parents, and better partners. We encourage our team and our clients to push themselves in pursuit of the future they envision. It’s a powerful commitment that has the potential to change lives. Check out our latest video to see what BP3 means to us and how it impacts you.



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📆SAVE THE DATE!In exactly 1 month, we will be hosting Tricia Scarlata, Executive Director and Head of Education Savings ...
09/22/2026

📆SAVE THE DATE!

In exactly 1 month, we will be hosting Tricia Scarlata, Executive Director and Head of Education Savings for J.P. Morgan Asset Management to lead a virtual presentation on “College Planning Essentials”!

Thursday, October, 22nd @10:30PT/11:30MT we will host this complimentary session to explore and discuss:

• Why college matters
• The rise of tuition costs and what you can expect to pay
• Utilizing financial aid
• And the importance of saving and investing.

RSVP today! https://www.ameripriseadvisors.com/team/fulcrum-wealth-management-group/lp/event/10/

09/15/2026

🎉Someone in the Fulcrum Family is celebrating a birthday today!🎉
We're celebrating a birthday with Client Service Coordinator, Stephanie Palmer! Stephanie is the face of our Boise office, delivering on our client experience, leading with deep relationships, and consistent service.

Thank you for being a part of the Fulcrum Family. Wishing you a wonderful birthday, Stephanie!

🎉 Happy Labor Day from all of us at Fulcrum!Today is a reminder to pause and recognize the hard work, perseverance, and ...
09/07/2026

🎉 Happy Labor Day from all of us at Fulcrum!

Today is a reminder to pause and recognize the hard work, perseverance, and passion that fuel our communities and workplaces every day.

To our team members, our clients, partners, neighbors, and friends, thank you for your dedication and support. We hope you enjoy a well-earned day of rest, celebration, and time with loved ones.

Have a safe and happy Labor Day!

Address

Boise, ID

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+12089384416

Website

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