Spectrum Financial Management

At Spectrum Financial Management, listening is the bedrock of all our client relationships. Through active listening our team is able to better understand your specific goals. Through our integrated financial services, we coordinate personalized solutions that maximize opportunities while managing risks and minimizing taxes.

Through data gathering meetings and comprehensive questionnaires we will determine your needs including: your objectives, risk tolerance, investment time horizon, liquidity requirements, and tax situation. Once we have agreed on your objectives we plan an investment portfolio designed to meet your specific goals with a level of risk you feel comfortable with.