Retirement and Wealth Management

Get the Confidence You Deserve

We are Spectrum Asset Management. For more than 30 years, we’ve worked with over 350 families to create clarity, confidence and peace of mind around their wealth. With over $500m assets under management, we have the expertise and experience you need. As your guide, we serve you as a fiduciary and fee only registered investment advisor.

Our Team

Executive Vice President

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CEO

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Principal and Senior Portfolio Manager

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Executive Vice President

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Research & Financial Planning Associate

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Vice President of Client Relations

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COO, Senior VP Research

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Research Analyst/Portfolio Manager

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CIC, Principal

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Investment Operations Associate

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Executive Assistant

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Of Counsel

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