Broker Check

Wealth Management

 

With 28 years of service I've been able to guide my clients through the ups and downs of markets as well as the highs and lows of interest rates, always with the goal in mind of growing, protecting, and passing on their wealth.

 Jamie Young

Spectrum Advisors offers a full range of wealth management solutions to both individuals and small businesses. We know that every situation is unique and that every person is different, so we provide a tailored approach to every one of our clients. Whether you are just beginning your career, nearing retirement, or fully enjoying your work optional lifestyle, Spectrum Advisors can help to develop a plan that evolves as your life unfolds.

Individual services that we offer:

  • Mutual Funds
  • UITs
  • ETFs
  • Variable Annuities
  • Fixed Annuities
  • Life Insurance

Small business services:

  • 401(k)s
  • Simple IRAs
  • SEP IRAs