RELATIONSHIPS

We cultivate relationships first. We value people more than their money. We do not define our relationships by account size. We care. We value trust. We value people. We also have fun. Want to get to know us better? Come to one of our events.

INVESTMENTS

The Spectrum Wealth Advisors investment process starts with our Investment Committee. The committee designs portfolios striving to maximize returns within volatility parameters. Each portfolio is built in house. We pick investments based upon what we think is a suitable fit.

FACTS

Today, the media world lives in a negative bias. Bad news sells. Emotionally, it takes five positives to offset one negative. Emotional volatility is as real as market volatility. We help you understand facts versus noise, the impact to your unique plan, and adjust if necessary.

THE POWER OF ‘NO’

Our role as your personal CFO and Wealth Advisor is to protect you and your legacy by saying ‘no’ to strategies that can harm you financially or derail your legacy journey.