A complete list of active advisors currently associated with Spectrum Wealth Advisors, LLC

Warmer can help you find a great advisor at Spectrum Wealth Advisors, LLC or one who fits your needs even better.

Spectrum Wealth Advisors provides discretionary portfolio management, retirement-plan advisory and consulting services to individuals and to pension or profit-sharing plans, with a practice that predominantly serves dental practitioners. The firm offers ongoing investment management, written investment policy statements, and targeted consulting on matters such as retirement plan design and participant education. The firm’s investment approach is grounded in Modern Portfolio Theory and a long-term, buy-and-hold orientation, emphasizing diversified asset-class exposures primarily implemented through passively managed mutual funds (notably funds from Dimensional Fund Advisors), ETFs and, where appropriate, conservative fixed income securities. SWA uses portfolio modeling and Monte Carlo analysis to set asset allocations, prepares separate fixed income policy statements when needed, and may retain an independent fixed-income manager to execute discretionary bond strategies. What distinguishes the firm from many peers is its connection to an affiliated accounting practice and its regular work with employee benefit plans: SWA discloses reciprocal recommendation practices with an affiliated accounting firm (with accounting services provided separately and no referral-fee arrangements) and provides pension consulting, pooled employee retirement plan analysis, and institutional-style portfolio management for plan assets. These plan-focused services and the concentration on dental professionals are less common among independent advisers of similar size.

To learn more about the advisors currently working at Spectrum Wealth Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.