Spectrum Wealth Management has been one of the leaders in the financial services field within the Buffalo area for over 30 years. Living in a medium-sized community has allowed us to give our clients the ability to feel like we are part of the family. Being from the Western New York area gives us the ability to understand what our clients are going through and relate to them on a more personal level.
Giving people the opportunity to establish themselves as financially secure is the greatest gift we can offer our clients. Our advisors provide our clients financial planning services through our registered investment advisor, WNY Asset Management, LLC and Cadaret, Grant. The professionals at Spectrum will provide you with the services and products you need to help develop a sound financial plan.
Giving people the opportunity to establish themselves as financially secure is the greatest gift we can offer our clients. Our advisors provide our clients financial planning services through our registered investment advisor, WNY Asset Management, LLC and Cadaret, Grant. The professionals at Spectrum will provide you with the services and products you need to help develop a sound financial plan.
Services
We are a mid-sized, independently owned and operated firm in the Town of Amherst, a suburb of Buffalo, NY. Our full-service financial firm is committed to helping people pursue their financial goals. The average age of our clientele is 62 years old with our primary focus being retirement planning. We offer a wide range of financial products and services to individuals and business owners giving them a thorough analysis of where and how to invest.
Financial Planning is an often misunderstood concept. The overall goal of Financial Planning is to integrate tax, insurance, and investment planning into a comprehensive plan that helps individuals and families alike strategically maximize their assets to reach their financial goals.
Cash Management- Analysis of budgeting, debt management and tax management to improve cash flow, create more discretionary income and reduce or defer income tax liability.Risk Management- Evaluation of insurance and asset protection to reduce exposure to a devastating financial loss from a catastrophic event such as a premature death, disability or lawsuit.
Cash Management- Analysis of budgeting, debt management and tax management to improve cash flow, create more discretionary income and reduce or defer income tax liability.Risk Management- Evaluation of insurance and asset protection to reduce exposure to a devastating financial loss from a catastrophic event such as a premature death, disability or lawsuit.
We have been working with individuals and businesses in Western New York for over 35 years. Each of our representatives and agents has extensive personal and professional experience. All hold numerous professional designations, and qualified representatives are licensed to sell a variety of investment and insurance products.
As president, John is responsible for investment, tax, estate planning, and insurance strategies for client accounts, as well as the strategic integration of the WNY Asset Management and Spectrum firms. Prior to forming Spectrum Wealth Management, John was instrumental in servicing and managing a large portfolio of clients at KPMG-Peat Marwick, as well as working in management positions at other corporations.
Paige holds her Series 7, 63, and 65 securities licenses, is a Notary Public and is licensed as a Life, Accident and Health agent and broker. She is responsible for client portfolio reviews and the integration of financial planning activities for the Spectrum Wealth Management team. Her ability to take complex issues and simplify and streamline them is very helpful to our busy clients.
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