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Fulcrum Wealth Systems works in partnership with our clients to help build and sustain wealth over generations.
Successful Investments
Fulcrum Wealth Systems: Creating Opportunity
FULCRUM WEALTH SYSTEMS MISSION
Fulcrum Wealth Stystems strives to provide wealth accumulation while lowering or potentially eliminating market risk to principle by working with professionals to leverage financial, legal, and accounting tools. When used in unison, we believe more can be accomplished with less effort.
WHO BENEFITS FROM FULCRUM SYSTEMS
Fulcrum Wealth Systems (FWS) target clients are pre-retirees, retirees, business owners, corporate officers, trusts, and family limited partnerships. FWS invests and manages your assets. Your financial plan isn't solely about reaching a distant finish line. It's about assisting you in becoming a better version of yourself daily, as a parent, partner, and individual, just as you aspire to be. At FWS, we aspire to be the lever that simplifies and enhances the attainment of your goals. With a customized plan crafted specifically for you, life's most significant moments are enriched, and moments of uncertainty are met with a reassuring sense of confidence.
"The Merely Different is Not Always Better, But the Better is Always Different." ~ David Rowland
Fulcrum Wealth Systems Process
Using our founder’s extensive knowledge and experience of over 14 years, we combine financial instruments to help lower risk, potentially maximize returns, lower tax exposure, and work with outside professionals to help keep assets free from legal exposure. In other words, our goal is to keep the principle intact, avoid excessive taxation, and prevent frivolous lawsuits.
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Our financial vehicles include (but are not limited to) stocks, ETFs, annuities, and option strategies. By using these combined instruments together, we believe we can achieve more and help protect what’s important to you.
Our partnerships with other professionals, such as CPAs and attorneys will help achieve a better net return and hold onto what you have earned, keep your lifestyle intact, and increase it so you have more to leave your intended beneficiaries.
Fulcrum Wealth Systems Services
At Fulcrum Wealth Systems (FWS), there is a comprehensive range of financial services to help you achieve your financial goals. FWS's professional specializes in financial planning, portfolio management, income planning, 401(k) management, and providing tailored solutions for business owners. FWS is dedicated to providing personalized strategies that align with your unique needs and objectives.
Portfolio Management
With Fulcrum Wealth Systems (FWS) portfolio management service, FWS aims to optimize your investment portfolio to generate consistent returns while managing risk. FWS will carefully analyze your risk tolerance, investment objectives, and time horizon to create a diversified portfolio tailored to your needs. FWS will continuously monitor and adjust your investments to ensure they remain aligned with your goals and market conditions.
Financial Planning
Fulcrum Wealth Systems (FWS) financial planning service is designed to help you create a roadmap for your financial future. Fulcrum Wealth Systems will assess your current financial situation, identify your goals, and develop a customized plan to help you achieve them. Whether you're planning for retirement, saving for your child's education, or looking to grow your wealth, FWS's experienced advisor will provide guidance and support every step of the way.
Income Planning
Fulcrum Wealth Systems (FWS) income planning service focuses on helping you generate a reliable and sustainable income stream during retirement. We will work closely with you to understand your income needs and develop a personalized strategy to help maximize your retirement income. Whether it's through Social Security optimization, annuities, or other income-generating strategies, FWSwill help you make informed decisions to hlep secure your financial future.
"The first rule of an investment is don't lose money. And the second rule of an investment is... don't forget the first rule. And that's all the rules there are." ~Warren Buffet
THOMAS MCDERMOTT
Registered Representative & Owner
Get to Know Us
Mr. McDermott’s business experience goes back over 35 years. He started his career working with American small business’ by helping them with benefits for their family’s and employees. In a short 9 months, he was asked to take over a fledgling regional office in N.C.. He quickly turned it around to be one of the top regions in the U.S. He went independent 5 years later in order to offer a wider array of benefits.
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In 1997 he was able to focus more on financial and insurance services for those getting ready to retire and in retirement. His practice grew to a national firm training and mentoring over 4,000 financial professionals from all over the US. To compliment the services of his many clients and professionals from around the country, he developed a suite of software packages that help illustrate and track financial products for his clients and other financial professionals.