A complete list of active advisors currently associated with Spectrum Wealth Management, LLC
Warmer can help you find a great advisor at Spectrum Wealth Management, LLC or one who fits your needs even better.
Spectrum Wealth Management provides discretionary and non-discretionary investment management, comprehensive financial planning, and retirement-plan advisory services (including limited-scope ERISA 3(21) engagements) to individuals, families, trusts, estates, businesses, and qualified retirement plans. The firm also arranges for and coordinates third‑party managers when appropriate and serves as a liaison between clients and those managers. Investment programs emphasize diversified portfolios implemented using mutual funds, exchange‑traded funds, individual equities and fixed income in a manner consistent with modern portfolio principles, with at least annual reviews and rebalancing as warranted. The firm combines traditional financial planning and participant education for retirement plans with a coaching-oriented client engagement (the firm’s principal holds a Certified Professional Coach credential) to support goal-setting and behavioral aspects of planning. Spectrum reports approximately $96.5 million in assets under management and serves 224 clients, a client load that is high relative to peers in its category and may influence how services are delivered. The firm discloses referral and fee‑sharing arrangements with third‑party managers—receiving ongoing portions of TPM fees while monitoring those managers—and provides ERISA 3(21) services that exclude certain illiquid or employer‑sponsored assets.
To learn more about the advisors currently working at Spectrum Wealth Management, 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.
Name |
Location |
Years of experience |
|---|---|---|
Meredith, CO
| 23
|
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