Why Spectrum?

At Spectrum Advisors, we like to think that we do things a little bit differently. The biggest advantage that we offer is our ability to look at your financial situation with expertise in, and from the perspective of, both financial and tax planning. Ask yourself this:

When is the last time your financial advisor and tax preparer had a conversation?

It’s amazing to us how infrequent these conversations happen, considering how closely the two are related and how knowledge of one aspect can greatly benefit the other. By offering both services, we can provide you with the highest level of insight and advice, and we can work with you from a dual front on how to best help you reach your financial goals.

With over 50 years of combined experience in financial planning, tax, accounting and consulting, we go beyond the numbers to advise you in all aspects of your financial life. At Spectrum, our mission is simple: to help our clients grow, protect, and pass on their wealth.