You Deserve Stability in the Midst of Uncertainty

Spectrum Asset Management helps you to navigate the days ahead with wealth planning and financial guidance.

Spouses in Transition

Losing a spouse is hard. Everything changes. In the midst of uncertainty, one thing should be certain: your financial future. You and your spouse worked hard for decades to build a life you deserve. Don’t worry over what happens next.

When everything changes, your finances shouldn’t feel up in the air too. At Spectrum Asset Management, we’ve helped more than 350 families find confidence, clarity, and peace of mind in their wealth plans.

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.

Women In Transition_Loss

Losing a spouse is hard. Everything changes. In the midst of uncertainty, one thing should be certain: your financial future.

Download our free PDF of the 10 financial tips for women in transition after the loss of a spouse.

Discover Confidence In This Season of Change

You shouldn’t have to deal with uncertainty in your finances. Let us help you navigate the days ahead so you can move forward with peace of mind.