Welcome to Spectrum Wealth Partners
At Spectrum Wealth Partners, we believe it is imperative to provide unbiased advice and high-quality service through honest communication and innovative strategies. Our goal is to help you gain a firm understanding of your financial situation and move toward achieving your most important business and personal goals. We work side by side with our clients, focused on these guiding tenets: helping our clients manage, grow, and preserve their wealth, while taking the stress out of running the financial side of their lives. Our clients are business owners, entrepreneurs, and executives, and by taking care of their financial management needs, we allow them to focus on what they do best – running and managing successful businesses.
Our success at Spectrum Wealth Partners, and the confidence we have instilled in our clients for decades, stems from our tireless commitment and dedication. Simply put, we serve our clients “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 in San Ramon, San Francisco, Petaluma, Alamo, and Walnut Creek 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 250 financial firm offers.
Our Team
The one constant in life is change. While change can be good, it can often fuel a great deal of uncertainty. For families, individuals, and businesses trying to navigate today’s uncertain financial world, change can be daunting.
Custom Planning Solutions
At Spectrum Wealth Partners, we’re leaders in helping clients create their financial futures – uniquely tailored to their individual needs and desires.
Business Ownership and Succession
Through hard work and perseverance, you’ve taken a vision and turned it into reality. You’ve built a successful business. You’ve created wealth. Maybe you’ve even begun grooming the next generation of leadership. Now it’s time for the next phase – capitalizing on what you started.
Learn About Our Planning Process
Partners
Quotables
The only use of an obstacle is to be overcome. All that an obstacle does with brave men is, not to frighten them, but to challenge them.
Woodrow Wilson
Give me six hours to chop down a tree and I will spend the first four sharpening the axe.
Abraham Lincoln
There are risks and costs to action. But they are far less than the long range risks of comfortable inaction.
John F. Kennedy
Nothing can stop the man with the right mental attitude from achieving his goal; nothing on earth can help the man with the wrong mental attitude.
Thomas Jefferson
What lies behind you and what lies in front of you, pales in comparison to what lies inside of you.
Ralph Waldo Emerson
Disclosures
Securities: Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Hawaii, Maryland, Missouri, Nevada, New Jersey, New York, Ohio, Oklahoma, Oregon, Rhode Island, South Carolina, Texas, Utah, Virginia, and Washington
