You have a unique story, with distinct time horizons, risk tolerances and goals. Personal and family experiences form your values and vision for the future. At Spectrum, we listen to those stories.
Our clients are high net worth individuals and families who seek a distinct level of wealth management services. These profiles illustrate the types of clients we typically assist, their stories, and the solutions we provided for their unique situations.
A Business Owner's New Reality
A young financially successful business owner struggled with the question of when to sell his business.
A Doctor's Dilemma
A dedicated physician wanted to stop working for a year and travel with his family before the children graduated high school. Was it possible?
A Woman's Future
Divorce is a life-changer that forces each partner into unfamiliar territory, particularly financial.
A top level executive negotiated the perfect compensation package for a new position, after 30 years of experience and hard work.