Spectrum Wealth Partners Employee Directory

Financial ServicesCalifornia, United States11-50 Employees

Spectrum Wealth Partners is a financial services firm that develops customized financial plans tailored to clients' personal goals. The firm provides a full spectrum of advisory services, including retirement planning, investment management, estate planning, and business succession, aimed at helping clients pursue their objectives. Its client base includes affluent families, professionals, executives, and business owners, served through offices in Alamo, Petaluma, San Ramon, San Francisco, and Walnut Creek, California, as well as satellites across the country.

Headquartered in Alamo, California, Spectrum Wealth Partners operates as an independent advisory practice. Associates are registered representatives of Lincoln Financial Advisors Corp., with securities offered through Lincoln Financial Advisors Corp., a broker/dealer and SIPC member, and investment advisory services provided by Sagemark Consulting, a division of Lincoln Financial Advisors Corp. Insurance products are available through Lincoln Marketing and Insurance Agency, LLC and Lincoln Associates Insurance Agency, Inc.

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