Private Wealth Management. Go from Uncertain to Confident
Private Wealth Management Services
When it comes to your wealth, there are a lot of factors to understand and manage. Historic market conditions don’t help, either. If there were more time, it would be easier to do. But life is already complex, so becoming a financial guru may be out of the question.
What do you do? Delegate to experts. And that’s where we come in. For 30+ years, Spectrum Asset Management has helped more than 350 families find confidence in their wealth plans. With more than $500m under management, we have the experience and expertise to help you move toward your desired future.
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
How Does It Work?
Our 3 step approach provides a personalized experience to assist with the management of your assets and wealth.
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.
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.
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.
Don't Get Lost in the Noise
It’s easy to get confused and overwhelmed by the ever-changing information on markets, private finances, and retirement. Instead of trying to stay current, let our team do it so you don’t have to.
