Spectrum Wealth Mangement ™Investment Committee Meeting

When individuals retire or near retirement and need ongoing independent personal financial planning advice, Spectrum Wealth Management™ is driven to provide such a service to each client in a unique and personal manner, with integrity as the foundation of every decision.  Spectrum Investment Advisors, Inc. uses a team-based approach for the selection and management of each client’s investments.

Spectrum Wealth Management™ clients all have different needs and goals for their future.  We customize every portfolio according to each individual client or family's specific needs.  Our Spectrum Wealth Management™ investment committee meets every quarter to discuss and review each of clients' portfolios.  We monitor portfolio investments with the Spectrum Investor® Fund Monitoring Scorecard™ in order to effectively manage those assets with our client's best interest in mind.

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