Partners

Robert J. Waldron, Jr.

Partner

Phone

925.786.7636

Email Address

Robert.Waldron@lfg.com

Robert Waldron's profile on LinkedIn

Robert J. Waldron, Jr., a partner at Spectrum Wealth Partners, is a private wealth advisor. He is affiliated with the broker/dealer and registered investment advisory office of Sagemark Consulting/Lincoln Financial Advisors Corporation in Northern California.

Bob joined Lincoln 39 years ago with the desire and commitment to help business owners, professionals, and senior executives meet their financial goals. Previously, Bob served as Regional CEO for Sagemark Consulting/Lincoln Financial Advisors, then as Managing Director until his retirement from that position in 2005. Applying the experience and insight gained from those roles to the work he does for his personal clients, he maintains a select number of client relationships and continues to offer advice regarding alternative solutions for their estate, business succession, retirement, and investment challenges.

Bob applies his skills and acumen to serve his exclusive clientele, most of whom are owners of their own businesses. He provides guidance on different ways to transfer their business interests to other family members or key people within the enterprise. In addition, he applies creative ideas to the question of how best to distribute assets to their children and future generations with minimum estate tax impact.

In addition, Bob provides guidance on the proper allocation of his clients’ investable assets, taking into account the individual’s life stage and tolerance for risk. His diverse personal planning experiences ensure that he knows exactly what it takes to provide his clients with confidence in their financial situations and choices.

Bob is a graduate of Saint Leo University in Florida, with a degree in Business Administration. He has been active in many professional associations and is currently a member of the National Association of Insurance and Financial Advisors (NAIFA) as well as its past president. Bob is also a member of Private Wealth Services, an elite group of planners affiliated with Sagemark Consulting.

 

William C. Roland

Partner

Phone

707.789.0642

Email Address

William.Roland@lfg.com

Peter Waldron's profile on LinkedIn

William Roland, a partner at Spectrum Wealth Partners, has been providing clients with financial advice since 1988, when he started his career at MetLife. In 1992, William joined Lincoln Financial Advisors with the desire to help business owners, professionals, and executives meet their financial goals. William specializes in working with privately held business owners to develop a comprehensive plan fully integrating the client’s business succession strategy, wealth management, and estate plan. His years of experience have taught him that helping his clients develop a team of advisors from planning, legal, accounting, investment, and insurance is integral to providing them with the best strategies and implementation.

William has been helping clients achieve their business succession and wealth management objectives for over 25 years in the San Francisco Bay Area. William is a Million Dollar Round Table qualifier – with “Top of the Table” status (ranking him in the top one-half of one percent of all financial professionals in the industry) – and a member of The Resource Group, an exclusive group of Lincoln’s top advisors. William was born and raised in Michigan and attended Western Michigan University, studying business, finance, and German language studies.

 

James R. Westermeyer

Partner

Phone

925.659.0241

Email Address

James.Westermeyer@lfg.com

James Westermeyer profile on LinkedIn

James Westermeyer, a partner at Spectrum Wealth Partners, coaches his clients to success by helping them make the best decisions possible regarding their wealth. In particular, he helps clients identify and implement strategic and creative solutions to addressing estate, business succession, and investment planning challenges and opportunities. These solutions help enable his clients to keep what they accumulate, conserve and protect their wealth, and distribute their assets with a focus on reducing taxes and complexity.

James graduated from Oklahoma State University in Stillwater, Oklahoma, in 1984 with Bachelor of Science degrees in both Accounting and Finance. In addition to being a member of the Financial Planning Association, Estate Planning Council, and Million Dollar Round Table, he is a frequent speaker at financial planner gatherings. He is an Advanced Select Planner with Sagemark Consulting Private Wealth Services and is also a member of The Resource Group and Premier Partners. James is also a Legacy Certified Advisor.

James and his wife, Barbara, have two children, Kelsey and Luke, and reside in Clayton, California.

 

Peter T. Waldron

Partner

Phone

925.786.7686

Email Address

Peter.Waldron@lfg.com

Peter Waldron's profile on LinkedIn

Peter Waldron is a Partner at Spectrum Wealth Partners, and is affiliated with Sagemark Consulting, a division of the Lincoln Financial Advisors Corp. as a registered investment advisor. His practice specializes in working with Technology Executives and small business owners on their planning needs and focuses on the areas of Estate, Investment, Retirement and Tax Planning.

With more than 10 years in the financial services industry, Peter co-founded Spectrum Wealth Partners in 2012. Prior to Spectrum Wealth Partners, Peter served as founding partner with Waldron Wealth Advisors from 2004 to 2011.

Peter delivers objective, strategic and prudent advice to help his clients accumulate, retain, and transfer wealth. Peter creates customized, comprehensive financial plans helping his clients identify their key objectives to help them reach their financial goals. Peter then takes the plan and ensures he communicates and strategizes with his clients’ other advisors. This provides coordination between all of the advisors and to ensure continuity in the client’s financial plan. Peter’s creative expertise and commitment to his client relationships has fostered the growth of his clientele.

Peter was selected to join The Resource Group(TRG), an invitation-only, nationwide network of the top 200 planners within Lincoln Financial Advisors (LFA), and he is currently working with the Practice Management Committee and Investment Committee within TRG. He is a LFA National Conference Presenter. Peter has earned 5 LFA awards within the last 6 years, which includes Planner of the Year.

Peter T. Waldron earned a Bachelor of Arts Degree in History with a minor in Economics from Colorado State University in Fort Collins, Colorado. Currently, Peter’s family of 7 resides in San Ramon. He and his wife spend their personal time with their 5 children. He was born in Montclair, New Jersey and grew up in Contra Costa County where he continues to serve his community through his active philanthropy with Disney Element School Education Fund.