WELCOME TO SPECTRUM MANAGEMENT GROUP

For over 25 years, Spectrum has provided personalized service to high net worth individuals and families while upholding the highest standards of fiduciary responsibility. By eliminating conflicts of interest, our experienced advisors offer unbiased guidance tailored to your needs.

We believe that intently listening enables our creative problem solvers to build a holistic plan that simplifies your financial life. Effective wealth management should also be fluid, dynamic, and proactive. Our advisors are continually looking beyond today to bring you a better tomorrow.

Let's Get Started

The Value of Advice

Spectrum’s multidisciplinary team is skilled at finding solutions to complex financial issues. Studies have shown that working with an advisor can add approximately 3% in net returns.*


*Value of Advice source: Vanguard, Putting a Value on Your Value: Quantifying Vanguard Advisor's Alpha 2019

Helpful Content

Curated articles, videos, and more for a financially savvier you.

Wealth Management

Wealth Management

LifeSpectrum Planning™ guides you to financial confidence by simplifying your financial life. We strive to fully understand your circumstances before deploying our multi-disciplinary team of financial planners, investment professionals, and tax experts to design a strategy that connects your wealth to purpose.

Learn more
Investment Advisory

Investment Advisory

We go beyond a buy and hold strategy to grow and protect your wealth. Our independent, tactical approach allows us to manage investment risk without bias. The result is a unique investment plan and tax-efficient strategy designed specifically for you.

Learn more
Family Office and Trust

Family Office and Trust

A legacy plan is more than just wealth – it contains your values, hopes, and dreams for the future. From intergenerational wealth transfer strategies to family governance, we build highly-personalized plans based on your family dynamics, not a one-size-fits-all approach.

Learn more
Life Transitions

Life Transitions

We understand the financial and emotional aspects of life’s significant moments that impact your wealth. During times of uncertainty, we navigate the best path forward for your financial future – no matter what comes your way.

Learn more
Spectrum News

Spectrum News

Our nationally-recognized advisors in the news.

Learn more
Investments Keeping You Up at Night?

Investments Keeping You Up at Night?

Find out if your portfolio is aligned with your Risk Number in 60 seconds.

Learn more
<p>9 Facts About Social Security</p>

9 Facts About Social Security

There are things about Social Security that might surprise you.
Learn More
<p>Weighing the Benefits of Prepaid Debit Cards</p>

Weighing the Benefits of Prepaid Debit Cards

It's important to understand the pros and cons when considering a prepaid debit card.
Learn More

As Featured In

Bloomberg
CNBC
Fox Business
Kiplinger
NBC News
US News
The Wall Stree Journal
Yahoo