Differentiated By Design
It’s more than just solving problems. We help you live life by design and not by default.
It’s more than just a team. As an independent fiduciary firm, we maintain the highest standards in the industry for acting in your best interest.
LIFE MOVES QUICKLY
It’s more than just strategies, tactics and tools. It’s about aligning your mission, values, and goals with your vision for the future.
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.
The Value of Advice
*Value of Advice source: Vanguard, Putting a Value on Your Value: Quantifying Vanguard Advisor's Alpha 2019
Curated articles, videos, and more for a financially savvier you.
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.
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.
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.
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.
Our nationally-recognized advisors in the news.
Find out if your portfolio is aligned with your Risk Number in 60 seconds.
Insurance Needs Assessment: For Empty Nesters and Retirees
Global and International Funds