Our systems put you in control and limits the unknowns so you can enjoy and prosper.
OUR MISSION:
We strive to provide wealth accumulation while lowering or eliminating market risk to principle by leveraging financial, legal, and accounting tools. When used in unison, more can be accomplished more with less effort.
WHO BENEFITS FROM THE FULCRUM SYSTEMS?
Our target clients are pre-retirees, retirees, business owners, corporate officers, trust, family limited partnerships, virtual family offices and Charitable organizations.
We invest and manage the entire estate with assistance of qualified professionals to provide you the advantages not available to many others.
“By using the Fulcrum Wealth systems, you get the same opportunities that are generally reserved to estates of $50 million and above simply by implementing our systems and tools to achieve more.”
OUR PROCESS:
Using our founder’s extensive knowledge and experience of over 34 years, we combine financial instruments to lower/eliminate risk, maximize returns, lower tax exposure, and keep assets free
from legal exposure. In other words, keep the principle intact, avoid excessive taxation, and prevent frivolous lawsuits.
Our financial systems include (but are not limited to) stocks, ETF’s, bonds and cash like instruments, annuities and option strategies. By using these combined instruments together, we can achieve more and protect what’s important to you.
Our partnerships with other professionals, such as CPA’s 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.
By using the Fulcrum Wealth systems, you get the same opportunities that are generally reserved to estates of $50 million and above simply by implementing our systems and tools to achieve more. Achieve more, so you can live better and give more. Our systems put you in control and limits the unknowns so you can enjoy and prosper.
TOM MCDERMOTT
Registered Representative & Owner
Mr. McDermott’s 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.
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. Mr. McDermott was a leader in the financial services industry.
IN THE MEDIA:
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Investment advisory services offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. Nothing on this website constitutes investment, legal or tax advice, nor that any performance data or any recommendation that any particular security, portfolio of securities, transaction, investment or planning strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Foundations, execution of required documentation, and receipt of required disclosures. Investments in securities involve the risk of loss. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Foundations and its advisors are properly licensed or exempted. For more information, please go to https://adviserinfo.sec.gov and search by our firm name or by our CRD #175083.