Spectrum Wealth Advisors is a full service wealth management firm formed in 2014 by Jamie and Aaron Young, a father and son duo with over 35 years of combined experience in financial planning. Spectrum was formed with the mission to help our clients grow, protect, and pass on their wealth. To do this, we provide services that cover the whole spectrum of wealth management needs, including investment, tax, insurance, and estate planning.
At Spectrum, we pride ourselves on the top level service that we offer our clients. Making sure every client need is met has and will continue to be the focus of Jamie, Aaron, and the rest of the Spectrum staff. We are poised to provide this top level service to our clients like never before, and we look forward to assisting our clients and their families for years to come.
At Spectrum, we pride ourselves on the top level service that we offer our clients. Making sure every client need is met has and will continue to be the focus of Jamie, Aaron, and the rest of the Spectrum staff. We are poised to provide this top level service to our clients like never before, and we look forward to assisting our clients and their families for years to come.
Services
Aaron Young, CPA, is a financial planner and tax specialist at Spectrum Advisors. He earned a dual bachelors degree in Finance and Accounting from Northern Michigan University in 2007 and immediately begin working in the financial. Jamie Young is a Financial Planner at Spectrum Advisors. Jamie graduated from the University of Oklahoma in 1986 with a degree in Finance and has been an independent financial advisor in the Kenosha ever since.
At Spectrum Advisors, we like to think that we do things a little bit differently. The biggest advantage that we offer is our ability to look at your financial situation with expertise in, and from the perspective of, both financial and tax planning. It's amazing to us how infrequent these conversations happen, considering how closely the two are related and how knowledge of one aspect can greatly benefit the other.
Spectrum Advisors offers a full range of wealth management solutions to both individuals and small businesses. We know that every situation is unique and that every person is different, so we provide a tailored approach to every one of our clients. Whether you are just beginning your career, nearing retirement, or fully enjoying your work optional lifestyle, Spectrum Advisors can help to develop a plan that evolves as your life unfolds.
We have updated our system to provide you with a better online experience. We recommend using WFS eQuipt to view your accounts online. If you need any assistance or have questions about what online reports would work best for your needs, please email Sean or call the office.
The eQuipt website enables you to view your Pershing accounts online, to establish eDelivery preferences for Pershing account communications (statements, confirms, tax documents, etc.), and to view market quote information and intra-day market activity for your accounts.If you have an iPhone or iPad, you can also download the WFS eQuipt app to access the resources on your mobile device.
The eQuipt website enables you to view your Pershing accounts online, to establish eDelivery preferences for Pershing account communications (statements, confirms, tax documents, etc.), and to view market quote information and intra-day market activity for your accounts.If you have an iPhone or iPad, you can also download the WFS eQuipt app to access the resources on your mobile device.
At Spectrum Advisors, we will help guide you through the process of filing your taxes and look not only at the present, but also at how your taxes will affect your entire year financially. If you live in the Kenosha or Racine area, please call us at 262-456-3535 to setup your tax appointment at the Pleasant Prairie office.
Reviews
Be the first to review Spectrum Wealth Advisors.
Write a Review
