Pandora Wealth,

Investment Management, Other Financial Investment Activities, Finance and Insurance · 11 Employees
Phone Number: info@spotlightassetgroup.com
Email Address: info@spotlightassetgroup.com
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About
Formerly known as Spotlight Asset Group at Pandora Wealth, Inc., an SEC-registered investment adviser, we specialize in delivering comprehensive financial planning and investment management services. Our offerings include retirement, tax, and estate planning services. The inception of Pandora Wealth stemmed from identifying a crucial gap in the financial services sector: the imperative for clients to have complete transparency regarding their financial circumstances. Our team is committed to upholding three core principles: transparency, technology, and holistic wealth management. We achieve this by implementing an easily comprehensible flat fee structure and leveraging cutting-edge technology to provide clients with uninterrupted access to current financial plans and a unified view of all their accounts, regardless of management by Pandora. Furthermore, we tailor bespoke investment solutions for each client, eschewing a one-size-fits-all approach in favor of personalized portfolios. *Registration does not mean that the SEC, or any other agency, has sponsored, recommended, or approved an investment adviser. Being a registered investment adviser does not indicate that an investment adviser has attained a particular level of professional competence, education, or special training.
Year Founded
2024
Social Media
Linkedin
Industry
Investment Management, Other Financial Investment Activities, Finance and Insurance
HQ Location
1 Mid-America Plaza Floor 3 Oakbrook Terrace, Illinois 60181, US
Keywords
Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance EvaluatioCollege Planning
Location
6
  • 1 Mid-America Plaza Floor 3 Oakbrook Terrace, Illinois 60181, US
  • 2723 South State Street Suite 143 Ann Arbor, Michigan 48104, US
  • 24013 Ventura Boulevard Suite 202 Calabasas, California 91302, US
  • 10900 NE 4th St, 23rd Floor Bellevue, Washington 98004, US
  • 9655 Granite Ridge Drive Suite 200 San Diego, CA 92123, US
  • 13010 Morris Road Suite 650 Alpharetta, GA 30004, US

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andywarhol@pandorawealth.com
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andyw@pandorawealth.com
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andy@pandorawealth.com
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warhol@pandorawealth.com
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