Insights

Strategic Independence Independent, non-affiliated firm with access to a broad range of products and services, presenting a sales opportunity to introduce diverse investment and insurance solutions to clients who value a one-stop personal finance partner.

Local Expertise Bellevue and Seattle-based firm with deep regional relationships in the Pacific Northwest, offering prospecting angles for localized financial planning, wealth management, and community-based referrals.

Comprehensive Offering Full-service, fee-based financial planning plus asset management and insurance capabilities indicate potential cross-sell opportunities to existing clients and prospects seeking integrated financial management.

Tech Enablement Adopted digital tools (DocuSign, Calendly, AWS, Drupal, Hotjar) suggest a readiness for streamlined onboarding, client experience improvements, and digital engagement strategies to accelerate conversions.

Growth via Partnership Recent merger activity with Longwave Financial strengthens market presence in Washington; potential alliances with combined client bases, referral networks, and expanded services to scale sales opportunities.

Spectrum Financial Partners Tech Stack

Spectrum Financial Partners uses 8 technology products and services including Hotjar, Calendly, Amazon Web Services, and more. Explore Spectrum Financial Partners's tech stack below.

Hotjar
Analytics
Calendly
Appointment Scheduling
Amazon Web Services
Cloud Hosting
Drupal
Content Management System
JSON-LD
Javascript Frameworks
Moment.js
Javascript Libraries
DocuSign
Miscellaneous
X-Content-Type-Options
Web & Portal Technology

Media & News

Longwave Financial, LLC merged with Spectrum Financial Partners on Jan 1st '26
The transaction strengthens Longwave's growing presence in Washington State, following its January 1, 2026 merger with Spectrum, a Bellevue-based planning and investment advisory firm.
Jul 20, 2026 | www.longwavefinancial.com

Spectrum Financial Partners's Email Address Formats

Spectrum Financial Partners uses at least 1 email format:

Spectrum Financial Partners Email Formats	Example	Percentage
First@spectrumfp.net	John@spectrumfp.net	100%

Frequently Asked Questions

What is Spectrum Financial Partners's official website and social media links?

Spectrum Financial Partners's official website is spectrumfp.net and has social profiles on LinkedIn.

How much revenue does Spectrum Financial Partners generate?

As of September 2026, Spectrum Financial Partners's annual revenue is estimated to be <$1M.

What is Spectrum Financial Partners's NAICS code?

Spectrum Financial Partners's NAICS code is 52 - Finance and Insurance.

How many employees does Spectrum Financial Partners have currently?

As of September 2026, Spectrum Financial Partners has approximately 1 employees across 1 continents, including North America. Key team members include Cto: S. W. and Chief Operating Officer: M. G. W. Explore Spectrum Financial Partners's employee directory with LeadIQ.

What industry does Spectrum Financial Partners belong to?

Spectrum Financial Partners operates in the Financial Services industry.

What technology does Spectrum Financial Partners use?

Spectrum Financial Partners's tech stack includes Hotjar, Calendly, Amazon Web Services, Drupal, JSON-LD, Moment.js, DocuSign and X-Content-Type-Options.

What is Spectrum Financial Partners's email format?

Spectrum Financial Partners's email format typically follows the pattern of First@spectrumfp.net. Find more Spectrum Financial Partners email formats with LeadIQ.

When was Spectrum Financial Partners founded?

Spectrum Financial Partners was founded in 2014.

Spectrum Financial Partners

Q: How many employees does Spectrum Financial Partners have currently?

Spectrum Financial Partners has approximately 1 employees.

Q: What industry does Spectrum Financial Partners belong to?

Spectrum Financial Partners operates in the Financial Services industry.

Q: What technology does Spectrum Financial Partners use?

Spectrum Financial Partners's tech stack includes DocuSign, jQuery, Underscore.js, Apache, ZURB Foundation.

Q: When was Spectrum Financial Partners founded?

Spectrum Financial Partners was founded in 2014.

Q: What is Spectrum Financial Partners's NAICS code?

Spectrum Financial Partners's NAICS code is 52 (Finance and Insurance).

Financial ServicesWashington, United States0-1 Employees

Spectrum Financial Partners is a financial services firm based in Bellevue, Washington, with additional presence in the Pacific Northwest. The firm positions itself as independent, offering fee-based financial planning, asset management, and insurance services, and emphasizes a one-stop approach for personal financial management when appropriate. Its model centers on providing tailored guidance drawn from a broad range of companies, supported by its local focus and longstanding community relationships. The company notes a commitment to straightforward communication and adapting explanations to clients’ preferred style, aiming to help clients achieve financial independence and ensure they do not run out of money. Recent developments include a merger with Longwave Financial, LLC, expanding its footprint in the Pacific Northwest.