Spectrum Wealth Partners

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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

Important Links

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We are licensed in the following states. If you are a legal resident of one of these states, please proceed. We are sorry if we are unable to offer you our services at this time.

Securities: Arizona, Arkansas, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Hawaii, Maryland, Missouri, Nebraska, Nevada, New Jersey, New York, Ohio, Oklahoma, Oregon, Rhode Island, South Carolina, Texas, Utah, Virginia, and Washington

Insurance: Arizona, California, Colorado, Connecticut, Florida, Illinois, Massachusetts, Michigan, Minnesota, Missouri, Nebraska, Nevada, New Jersey, New Mexico, New York, Oregon, Pennsylvania, South Carolina, Texas, Utah, Virginia, Washington, Wisconsin, Wyoming

Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer and a registered investment advisor. Member SIPC. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com.

Spectrum Wealth Partners is not an affiliate of Lincoln Financial Advisors.

See Lincoln Financial Advisors (LFA's) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFA offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFA's Forms ADV, Part 2A, which describe LFA's investment advisory services, Regulation Best Interest Disclosure Document, which describes LFA's broker-dealer services, and other client disclosure documents can be found here.

*Associated persons of Lincoln Financial Advisors Corp. who hold a JD and/or CPA license do not offer tax or legal advice on behalf of the firm.