Spectrum Wealth Management is an independent wealth management firm providing a comprehensive and integrated financial approach towards accumulating and protecting your wealth. We take into consideration intangibles such as your dreams, hopes and desires. We consider all that you want to fulfill in life as part of the comprehensive planning process.
Our team of highly educated and credentialed experts hold designations of CPA, CFP(R), PFS, CDFA, ChFC(R) and CLU(R). In addition, our professionals hold securities licenses of Series 65 and Life and Health Insurance. We take our years of experience, wisdom, advanced education and credentials to provide a holistic and seamless solution to help our clients "Aspire and Live Life" comfortably and with confidence.
Our team of highly educated and credentialed experts hold designations of CPA, CFP(R), PFS, CDFA, ChFC(R) and CLU(R). In addition, our professionals hold securities licenses of Series 65 and Life and Health Insurance. We take our years of experience, wisdom, advanced education and credentials to provide a holistic and seamless solution to help our clients "Aspire and Live Life" comfortably and with confidence.
Services
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
Ben is the founder and principal of the firm with over 35 years of financial experience. Ben enjoys working with clients seeking a holistic approach to solving their complete financial needs. Ben's comprehensive experience includes: tax planning and preparation, business valuation and consulting, insurance planning and implementation, divorce planning and consultation, retirement planning, estate and trust planning, and investment management.
The best financial decisions are those made in consideration of one's total financial picture. When it comes to making these decisions, a qualitative, well-thought out process of evaluating all options requires collective information over time that must be tweaked and updated in conjunction with the knowledge and expertise necessary to execute the decisions you have made to achieve success.
Deliver a client-focused relationship. We want our clients to have the confidence and trust that they are our purpose. Our relationship is not just a transaction, but a life-long collaboration focused on helping them achieve their goals. We uphold a fiduciary responsibility to place our clients' best interests first and act with the utmost good faith.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Lon-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
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