"Live the life you have imagined." ~Henry David Thoreau
Spectrum Wealth Management is an independent wealth management firm providing a comprehensive and integrated financial approach towards accumulating and protecting your wealth. We take into consideration intangibles such as your dreams, hopes and desires. We consider all that you want to fulfill in life as part of the comprehensive planning process.
Our team of highly educated and credentialed experts hold designations of CPA, CFP®, PFS, CDFA, ChFC® and CLU®. In addition, our professionals hold securities licenses of Series 65 and Life and Health Insurance. We take our years of experience, wisdom, advanced education and credentials to provide a holistic and seamless solution to help our clients “Aspire and Live Life” comfortably and with confidence.
Our short videos are engaging and informative and will prompt you with questions to ask your advisor.
Our services range from financial planning to investment management. No matter what, though, our focus is always you.
We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through your life transitions.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
- Henry David Thoreau
- Benjamin Franklin
- Warren Buffet
A comprehensive & integrated approach to accumulate and protect your wealth.
We are independent fee-only financial advisors with a fiduciary duty to act in your best interest.
We will work with you to assess current and future needs and create achievable goals.
Our CPA affiliation and licensed professionals enhance tax oversight and integration.