What We Do
At Spectrum Wealth Management, we excel in delivering comprehensive wealth management services based on an integrated team approach to those that are starting out to build their wealth and to those that have complex financial needs. We apply a very thorough fact gathering process and apply a quantitative process in our work to design custom solutions to meet our client's goals and objectives while at the same time to limit risk with the least amount of taxes. The best way to accomplish this is to have a fully integrated professional staff that can provide all the services of wealth management in a cooperative efficient manner with the least amount of cost to the client. At Spectrum Wealth Management we feel we have accomplished this requirement by having all these services within one firm.
Unlike some other wealth management advisors, we focus beyond the investment portfolio and concentrate on the big picture that will reach the ultimate goals; wealth accumulation and preservation. What makes our firm so unique is our integrated team of financial professionals with a comprehensive financial map guiding you on a real time basis to meet your goals as your circumstances change.
We have the ability to prepare and manage, with you, a live comprehensive wealth financial plan that is updated on a daily basis and is constantly monitored by our staff. This, in coordination with our integrated team approach, provides the synergy and expertise required to efficiently execute a wealth management plan for you.
At Spectrum Wealth Management, we believe that wealth management is an organic and on-going process and not an event. Our relationship and the trust you have in us is the most important part to bring together the wealth management process and oversight.
Not only do we evaluate the quantitative aspects of your financial goals but we integrate how your dreams, hope and vision will be met with your financial goals in mind. We call this "Aspiring to Live Life". As time passes, it is important to realize when you look back that you made the right decisions keeping your values and principles in place to accomplish what you set out to do and you get the most out of life.
Ultimately, what makes our firm so different are the people and the quality service we provide. We have the expertise and experience to gain your confidence in a financial firm that you can trust knowing we are meeting your goals and understand your intentions.