We Help Executives Manage Their Transition

Because your hard work should give you freedom in the future, regardless of what’s happening in the present.

Financial Planning for Executives in Transition

Executives have increasingly complicated financial situations at retirement, especially in the midst of global uncertainty. You worked hard to get where you are. Don’t let the unknown derail everything you’ve built.

At Spectrum Asset Management, we specialize in this complexity. For 30+ years, we’ve helped more than 350 families move from uncertainty to confidence in their wealth plans. You invested decades of hard work. It’s time to reap the rewards.

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

How We Help You

Strategic Services

  • The Values Filter Development Process
  • Exit Strategies
  • Creating your Ideal Calendar
  • Financial Road Map
  • Wealth Team Coordinator

Traditional Services

  • Total Balance Sheet Overview
  • Financial Planning
  • Investment Management
  • Investment Consulting
  • Portfolio Management

Strategic Partner Services

  • ​Basic & Advanced Estate Planning
  • ​Tax Planning
  • ​Advanced Insurance Design & Placement
  • ​Business Transfer
  • ​Risk Management

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.

Successful Executive Retirement Tips

Executives have increasingly complicated financial situations at retirement, especially in the midst of global uncertainty. You worked hard to get where you are. Don’t let the unknown derail everything you’ve built.

Download our free PDF of the 5 Practical Tips every successful executive should know as they plan for retirement.

We Help You Make Smarter Decisions

Our team helps you avoid money traps in your transition so you can make better decisions with your wealth. We give you a roadmap designed to steer clear of typical problems so you get a better plan for the next season of life.