Our Firm

Our Firm

Spectrum Management Our Firm

Welcome to Spectrum Management Group.

Spectrum Management Group is an independent boutique wealth management firm dedicated to providing comprehensive wealth management and family office services. For more than 20 years, our clients have trusted us to help grow, preserve, and manage their wealth. Effective wealth management should consider the totality of one's financial life, and must also be fluid, dynamic, and proactive in order to address the myriad of details and decision points that arise over time.

Your Vision, Our Experience

We are focused on guiding our clients to financial confidence by simplifying their financial lives. Our process allows us to identify issues and find untapped opportunities that have been overlooked by others. Drawing from many years of experience as Certified Public Accountants, Spectrum's founding partners desired to build a firm that provided integrated analysis and advice for all aspects of a client's financial life. They understood the interconnection of income tax, estate tax, cash flow management, and investment theory had on planning and decision making and the frustration and insecurity of not having an unbiased single point of contact. As a result, Spectrum has assembled a multi-disciplinary team with vast skill sets including Certified Public Accountants (CPA), Certified Financial Planners (CFP®), Chartered Financial Analysts (CFA®), Chartered Market Technician (CMT), Certified Divorce Financial Analyst® (CDFA™), Certified Trust Advisor (CTFA), and Accredited Investment Fiduciary® (AIF®) skilled at the process of converting our recommendations into reality.

Select Clients, High Touch Service

Our Indianapolis-based group of professionals serve a select clientele of high net worth clients and their families. We offer a responsive, single point of contact for all of your wealth management needs within a unique team approach. As your financial advocate, we set your vision into motion by reducing complexity and providing the highest quality service. 

We invite you to meet our team and learn more about our process.

From Our Blog

By | Thursday, April 20, 2017 10:00 am

Financial Spring Cleaning: Which Documents to Save and Which Papers to Toss

If you're engaging in a little financial spring cleaning this year, consider scanning your records and storing them electronically. Specific rules may vary depending on the asset, transaction or expense but generally, you want to make sure that your electronic records are as accurate (and legible) as your paper records and easily accessible.

By | Tuesday, April 18, 2017 10:00 am

Financial Spring Cleaning: Are you Asking for Trouble with Paperless Credit Card Statements?

 

When it comes to tracking your spending, credit card statements are often a crucial (but mundane) part of that. It is by combing through statements where you might catch billing mistakes or spot mysterious charges that could indicate fraud or identity theft.

By | Thursday, April 13, 2017 9:56 am

Filing for an Extension on your Taxes doesn't Necessarily Mean an Audit. Here's Why

What should you do if you can't finish your tax return on time of if you don't have the money to pay your taxes now? There is a common belief that you should be among the masses filing by the April deadline so you don't draw attention to yourself from the IRS and bring on an audit.