For over two decades, Spectrum has served as a trusted advisor to doctors. We understand the unique challenges and opportunities you encounter during your career and help you achieve a work-optional lifestyle. A doctor's time is valuable, and we take great pride in handling all aspects of your financial life, enabling you to focus on your patients, practice, and family.

Client Centered

Doctors benefit from our comprehensive wealth management service, but the complexity of their profession requires additional expertise. We meet these needs by offering:

  • Dynamic Retirement Planning to Reflect Changes in Healthcare Compensation
  • Asset Protection Strategies
  • Employee Benefits Review, Including Plan Elections and Retirement Allocations
  • Risk Management and Insurance Analysis
  • Cashflow and Debt Management
  • Succession Planning

Nearly 3 out of 4 retired physicians work with a professional advisor. These physicians are more likely to be satisfied with their retirement than those who don't.*

Working Together

Working Together

Watch our video to learn more about how we serve doctors. 

SOURCE: AMA Insurance Agency, a subsidiary of the American Medical Association; 2018 Report on U.S. Physician's Financial Preparedness

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