Fulcrum Financial Group was founded over two decades ago by Sarah Carlson. She had a vision to start a company that would go beyond traditional wealth management, solving people’s unique money problems while helping them live their ideal lives.
Over the years, our team has grown to become a close-knit group of intelligent, compassionate individuals with over 5 decades of collective experience. We enjoy collaborating to address the complexities of your wealth—and serving you and your family with the kind of thoughtfulness and empathy you deserve.
Meet the Team