Skip to content
twitter
linkedin
envelope
Fulcrum Wealth Consulting of Raymond James
Menu
Business Owners
Business Owners
Business Owner News & Insights
Why Work with a CEPA
Business Owner Process
Fulcrum Business Owner Resources
Services
Services
Our PEAK Process
Alternative Investments
Banking + Lending
Divorce Financial Planning
Estate, Charitable Giving & Trust
Financial Planning
Longevity Planning
Portfolio Management
Private Wealth
Risk Management
Investment Banking
Videos
About Us
About Us
Joshua A. Waymire
Matt West
Regina “Gina” Reever
Cord Waymire
Beth Hieronymus
Our Home Office Partners
Why Work With a CFP
Our Credentialed Team
In the Community
About Raymond James
Resources
Resources
Insights & Commentary
WorthWhile
Client Access Videos
Behavioral Finance
Behavioral Finance
Familiarity
Loss Aversion
Overconfidence
Mental Accounting
Intergenerational Wealth Transfer
Intergenerational Wealth Transfer
Communication
Philanthropy
Taxes
Your team
Event RSVP
Connect
Client Access
Client Access
Login Name
Password
LOGIN
Remember Me
Forgot your password?
Enroll
Need Help?
Contact Us / FAQ
Privacy / Security
Client Resources
Fulcrum Wealth Consulting
102 N Cascade Ave.
Suite 350
Colorado Springs, CO 80903-1416
T: 719.577.4170
Map and Directions
Map and Directions
PREV
ARTICLE
NEXT
ARTICLE
Infographic: The gift of philanthropic planning
Estate & Giving
//
Infographic
//
Share
Facebook
Twitter
LinkedIn
Email
PREV
ARTICLE
NEXT
ARTICLE