Through a team of experienced professionals, we work with high-net-worth individuals and families to provide creative financial problem-solving.
There are countless investment firms that offer financial planning, and just as many planning firms that claim to quarterback your financial life. At Spectrum, our wealth design approach means we bring into focus three disciplines that impact your present, your future and your legacy.
Our independent, tactical approach allows us to manage risk without bias. We go beyond buy and hold to design a unique, tax-efficient investment plan specifically around you.
We strive to fully understand your circumstances before deploying our multidisciplinary team of financial planners, investment professionals and tax experts to design a holistic strategy that connects your wealth to purpose.
Our family office service incorporates everything from tax planning to intergenerational transfer strategies. We design and manage highly personalized plans that accommodate family dynamics and simplify your financial life.
Behind every effective design is a well-honed process. LifeSpectrum Planning™ is a quarter century of experience codified into a clear set of steps, leading you beyond financial independence to your desired family legacy and the deployment of the social capital you have built.
The easiest way to get objective, expert perspectives on today’s most pressing financial topics.