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.