Broker Check

About Spectrum Wealth Advisors

Spectrum Wealth Advisors is a full service wealth management firm formed in 2014 by Jamie and Aaron Young, a father and son duo with over 35 years of combined experience in financial planning. Spectrum was formed with the mission to help our clients grow, protect, and pass on their wealth. To do this, we provide services that cover the whole spectrum of wealth management needs, including investment, tax, insurance, and estate planning.

At Spectrum, we pride ourselves on the top level service that we offer our clients. Making sure every client need is met has and will continue to be the focus of Jamie, Aaron, and the rest of the Spectrum staff. We are poised to provide this top level service to our clients like never before, and we look forward to assisting our clients and their families for years to come.

Our financial
Advisement Process

Over the thirty years Spectrum Wealth Advisors has been in business, we have established a six-step process to stimulate success. We hope you’ll join us on that journey:

Establishing Relationship
Gathering Data and Goals
Evaluating Financial Status
Review our Recommendations
Setting Your Plan to Action
Monitoring Portfolio Progress

Establishing Relationship

It all starts with trust. Our most important goal is to understand your needs so we can fulfill them. Our strongest relationships have lasted since we founded Spectrum Wealth Advisors, and that level of trust has given our clientele great confidence.

Gathering Data and Goals

Preparation brings our most enduring success. We look forward to better understanding your portfolio and executing a comprehensive plan to strengthen it.

Evaluating Financial Status

Spectrum Wealth Advisors encourages an honest dialogue between client and advisor to help meet expectations. No matter your current fiscal position, we will get you where you want to go.

Review our Recommendations

All of our plans are dependent on your approval. While we serve your financial needs, our ultimate goal is to empower you.

Setting Your Plan to Action

When our financial plans meet your needs, we will begin to implement them. This is an exciting part of the process that will offer long-term results.

Monitoring Portfolio Progress

At its best, working with Spectrum Wealth Advisors becomes a hands-on experience. We relish the opportunity to track your portfolio progress and fine-tune plans along the way.

Meet Our Team

Our experienced and enthusiastic team thrives on client satisfaction. Please visit our company page to learn more about our advisors.

 

Schedule a meeting with an advisor

We’d love to hear from you. Give us a call and we’ll get started.