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Welcome to Spectrum Wealth Partners

At Spectrum Wealth Partners, we follow the Lincoln Financial Advisors philosophy of "Service first, last, and always.” We see the world through the eyes of our clients; your success is our success. Our partners’ combined industry experience spans over 80 years, and with locations all around the Bay Area we provide a wide range of financial, business succession, and employee benefit services in association with Lincoln Financial Group. This powerful combination gives our clients the experience of working with a local advisor, while having access to the significant resources a Fortune 500 financial firm offers.

Investment Management
Spectrum Wealth Partners provides family and individual wealth management services that aim to help preserve and enhance your wealth. The success of a portfolio is directly tied to the investment plan developed for our clients.
Investment Management
Estate Planning
Spectrum Wealth Partners has the resources, experience, and knowledge to educate you about the potential solutions to meet your estate distribution objectives, so your estate plan reflects your wishes and your wealth is passed to your family or designated charitable organizations.
Estate Planning
Business Ownership and Succession
Through hard work, you’ve taken a vision and turned it into reality. You’ve built a successful business. Maybe you’ve even begun grooming the next generation of leadership. Now it’s time for the next phase – capitalizing on what you started.
Business Ownership and Succession
Executive Consulting
Creating an Executive Financial Planning solution will allow you to recruit and retain top talent. By offering Executive Financial Planning to your executives, they will have a clearer picture of their future and be able to focus more on the growth of your company.
Executive Consulting
Life in a Box
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