Retirement and Wealth Management That Brings Clarity

We are Spectrum Asset Management. For more than 30 years, we’ve worked with over 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 get the confidence you deserve.

Meet the Spectrum Asset Management Team

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Principal & Senior Portfolio Manager
C.I.C., Principal
Executive Vice President
Executive Vice President
Vice President of Client Relations
COO & Sr VP Research
Portfolio Administrator
Research & Financial Planning Associate
Research Analyst & Portfolio Manager
Portfolio Administrator
Of Counsel