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.
Financial independence during retirement is a goal many of us desire but few of us plan for adequately. Spectrum Wealth Partners can help you estimate what you need to maintain your current lifestyle in retirement.
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.
We have all heard some variation on this Benjamin Franklin quote: “In this world nothing can be said to be certain, except death and taxes.” While this is true, we work with our clients and their tax advisors to minimize our clients’ exposure to tax.
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.
Say the words “life insurance” to some people, and you’re likely to get a less than enthusiastic response. But, more and more frequently, people are discovering that life insurance can be a helpful financial planning tool.
Spectrum Wealth Partners utilizes strategic relationships with benefit carriers, technology vendors, and administrators, which allow us to focus on the needs of our customer. Our mission is to deliver the most efficient, fiscally responsible benefit program to every relationship.
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.
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.