FOR IMMEDIATE RELEASE
(PONTE VEDRA BEACH, FL March 26, 2019)–
Fulcrum Partners executive benefits consultancy announces the opening of Fulcrum Partners Salt Lake City. Located at 8706 South 700 East, Suite 105, in the Salt Lake City suburb of Sandy, the new offices position the Fulcrum Partners team to better serve new and ongoing clients in the Intermountain West Region.
Managing Director Phil Currie Jr., who founded Fulcrum Partners Los Angeles and now heads Fulcrum Partners Newport Beach, will also lead the team in Salt Lake City. “We’ve had long-term relationships with numerous valued clients and continue to add new clients in the region every year,” said Phil. “Now we are excited to officially launch permanent offices here.”
New clients, including Ken Garff Automotive Group, and 15+ year clients, including Barrick Gold, are among the growth-driven Intermountain West companies already served by Fulcrum Partners. “Phil and the team at Fulcrum Partners have provided significant value,” said Mike Young, CEO of Young Electric Sign Company (YESCO). “We are extremely pleased that Fulcrum Partners is investing in our region with the opening of their new Salt Lake City office.”
Fulcrum Partners Financial Consultants, Adam Monson and Tom Cook will also be part of the team in the Salt Lake City office. Both Adam and Tom are extensively involved in client engagement and the development of strategic relationships.
Headquartered in Ponte Vedra Beach (Jacksonville), Florida, Fulcrum Partners (fulcrumpartnersllc.com) now has thirteen offices coast-to-coast and is one of the largest and leading executive benefits consulting practices in the U.S.
About Fulcrum Partners LLC:
Fulcrum Partners is a wholly independent, member-owned firm dedicated to helping organizations enhance their Total Rewards Strategy. Founded in 2007, today the company has offices in Atlanta, Georgia; Chicago, Illinois; Charleston, South Carolina; Columbus, Ohio; Delray Beach, Orlando and Ponte Vedra Beach, Florida; Honolulu, Hawaii; Los Angeles and Newport Beach, California; Portland, Oregon; Salt Lake City, Utah and Washington D.C. Fulcrum Partners is an independent member of the BDO Alliance USA. Learn more about the Fulcrum Partners executive benefits advisory team at fulcrumpartnersllc.com/fulcrum-partners-team/.
Securities offered through Registered Representatives of Valmark Securities, Inc. Member FINRA, SIPC, 130 Springside Drive, Suite 300, Akron, OH 44333-2431, 1-800-765-5201. Investment Advisory Services offered through Valmark Advisers, Inc., which is a SEC Registered Investment Advisor. Fulcrum Partners LLC is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc.