Our clients have many options for advice, but they choose Spectrum because we understand the interconnected nature of life and wealth. We specialize in all areas of wealth management for individuals, families and professionals alike.
Over and above our core wealth management service, we help physicians address challenges and opportunities that come along with their profession, while working toward a work-optional lifestyle.
A doctor’s time is valuable, so we provide a personal financial website and other tools to manage your entire financial life, allowing you to focus on your patients, your family and your personal life.
In addition to our three-tiered financial management service, our services for doctors include:
From incorporation and accumulation to pre-sale and post-sale, we help you build strategies for the full lifecycle of your business, while optimizing your family’s long-term wealth.
Our advisors have decades of experience helping business owners navigate the intertwined nature of personal finances and business wealth, so our clients rely on us for advice through every stage of their journey.
In addition to our three-tiered financial management service, our services for business owners include:
Today more women than ever are primary breadwinners, business leaders and financial decision-makers, and yet they still tend to accumulate lower lifetime earnings, face higher healthcare costs and fund longer retirements than their male counterparts. We take great pride in empowering women to navigate these obstacles and opportunities in order to connect their wealth to purpose.
Whether you are married or single, an executive or retired, we listen intently before providing powerfully personal advice. With a clear understanding of your goals, we are able to design a financial path that reflects you and instills confidence in your financial future.
In addition to our three-tiered financial management service, our services for women include:
There are a wide variety of financial issues and decisions that complicate the process of divorce. Navigating financial complexities is what we do best.
Our team provides ongoing guidance in an objective and timely manner as you consider settlements and divide assets, and we develop various scenarios to help you make purposeful financial decisions.
In addition to our three-tiered financial management service, our services for those considering or navigating divorce include:
Building a legacy is about enriching the lives of those who have enriched yours. From our vast experience working with high-net-worth and ultra-high-net-worth families, we have developed a high-touch service to help multigenerational families to effectively manage and transfer wealth.
Our family office and trust service is tailored to the specific needs of families with unique family dynamics or complex finances. We help you accomplish the following:
For many attorneys, engineers and other professionals, as you build success your time becomes limited, your risk increases, and your needs become more intricate. We handle the evolving complexities of your financial life and help you work towards a work-optional lifestyle.
Each phase of your career brings about new financial considerations that require careful planning. In addition to our comprehensive wealth management service, we help professionals with:
Find out what an independent, multidisciplinary team can do for you.
The easiest way to get objective, expert perspectives on today’s most pressing financial topics.