Spectrum Wealth Management Employee Directory

Financial ServicesCalifornia, United States0-1 Employees

Spectrum Wealth Management LLC operates as a financial services firm offering integrated wealth management aimed at helping clients accumulate and protect their wealth. The practice emphasizes a consultative approach, acting in a capacity similar to a chief financial officer to monitor and adjust plans on an ongoing basis, updating strategies daily to keep clients aligned with their goals and life aspirations. Its services are delivered through advisory channels connected to Spectrum Capital Investment Group, Inc., with additional securities-related oversight provided by Independent Financial Group, LLC, and affiliated entities operate under FINRA/SIPC standards. Based in Irvine, California, the firm holds licensing to sell securities in multiple states and emphasizes a comprehensive planning process that includes intangible objectives such as dreams and desires, described as part of its philosophy of helping clients aspire to live life. In light of recent developments, Wealth Enhancement Group announced the acquisition of Spectrum Wealth Management and Putman Group, indicating a broader consolidation in the wealth management landscape.

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