When Uncertainty Strikes,

We Help You Move Forward with Confidence

Wealth Management that Gives You Clarity, Confidence and Peace of Mind

Do You Feel Uncertain About...

The confusion of a swinging stock market?

The stress surrounding a recession close to retirement?

The uncertainty of weathering a financial storm in unchartered waters?

At Spectrum Asset Management We Provide..

Clarity

To know where you are going.

Confidence

To navigate life's ups and downs.

Peace of Mind

As you move into your next chapter.

Gain the Confidence You Deserve

A sudden shift in our economic reality is a scary thing, especially when it comes to your wealth and retirement plans. With things seemingly changing by the day, you need someone working to protect what you’ve worked so hard to build. That’s why we’re here.

For 30+ years, we’ve worked with more than 350 families as wealth advisors helping them get the confidence they need in their retirement plan. With over $500m assets under management, we have the expertise and experience you need to gain the confidence you deserve. 

Leave the Unknown Behind and
Move Forward With Clarity, Confidence and Certainty

Confidence in 3 Easy Steps.

Step 1: We Look at Your Long-Term Vision

Why? Because your retirement should serve what you want, not what an advisor wants. We can’t build a plan if we don’t know where you want to go.

Step 2: We Create A Financial Road Map

A financial plan that includes a Kolbe® and Money Max® survey, that gives us a strong sense of how to work together with your unique personality, financial situation, and long-term goals.

Step 3: We Align Your Total Balance Sheet

Your balance sheet (liquid and illiquid) aligned with your core values creates clarity, confidence, and peace of mind.

High Net Worth Families Lead Gen

As people build their net worth, it’s often a shock to the system that can lead them to finally hire a financial advisor.

The more time to plan, the more proactive a financial plan can be, leading to more benefits for all family members.

Download our free PDF of the 6 things a Financial Advisor can do for high-net-worth families.

Meet Your Financial Guides

There are certain areas in life—family, friends, faith, fun—that can’t be delegated. But others, like financial planning, can be delegated to experts—people who stay on top of the current information and trends so you don’t have to. That’s what we do.