Live life by design.

CREATIVE WEALTH SOLUTIONS

Detailed financial expertise.

A SERVICE FOR EVERY NEED

Investment strategies built with intention.

GOAL-BASED PORTFOLIOS

Wealth accumulates complexity.

But sophisticated design simplifies.

Through a team of experienced professionals, we work with high-net-worth individuals and families to provide creative financial problem-solving.

Our one-of-a-kind wealth design process implements functional solutions that help reduce complexity, connect your wealth to purpose, and empower you to live life by design.

WHAT MAKES US DIFFERENT

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.

Investment Management

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.

Wealth Management

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.

Family Office and Spectrum Private Trust

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.

DIFFERENTIATED BY DESIGN

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.

DOWNLOAD THE LATEST PERSPECTIVE, OUR COLLECTION OF THE QUARTER’S TOP ARTICLES AND MARKET INSIGHTS.

Looking for more?

Find out what an independent, multidisciplinary team can do for you.

Practical Insights from the Spectrum Team

The easiest way to get objective, expert perspectives on today’s most pressing financial topics.

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