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.
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