Spectrum Wealth Management Employee Directory

Financial ServicesCalifornia, United States0-1 Employees

Spectrum Wealth Management LLC, is a distinct wealth management firm providing a comprehensive and integrated approach to accumulate and protect your wealth. We make the wealth management process simple, comprehensive and most importantly; we actively manage your plan with you so you achieve your goals and objectives. In addition, we take a consultative approach along with acting as your CFO to track and monitor your plan. In doing so, we ensure you do not deviate from accomplishing your goals, and we plan to make changes when necessary. We update your plan on a daily basis and review your plan with you on an on-going basis. We take into consideration intangibles such as your dreams, hope and desires. We consider all that you want to fulfill in life as part of the comprehensive planning process.  We call this "Aspiring to Live Life"

Advisory services offered through Spectrum Capital Investment Group, Inc. A Registered Investment Advisor. Securities and additional advisory services offered through Independent Financial Group, LLC (IFG), a registered broker-dealer and investment advisor. Member FINRA/SIPC. IFG, PutmanGroup, and Spectrum Capital Investment Group, Inc. are unaffiliated entities. OSJ Branch: 9911 Irvine Center Dr. Ste 100, Irvine, CA 92618

Licensed to sell securities in the following states: CA, FL, ID, IL, IN, LA, MD, NV, AZ, NC, OR, TX, WA, CO, CT & DC.

The information provided herein has been obtained from sources believed to be reliable however we cannot guarantee or represent that it is accurate, complete or current. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed an endorsement. When you link to a third party website you are leaving our site and assume total responsibility for your use or activity on the third party sites.

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