Through a team of experienced professionals, we work with high-net-worth individuals and families to provide creative financial problem-solving.
Our one-of-a-kind wealth design process implements functional solutions that help reduce complexity, connect your wealth to purpose, and empower you to live life by design.
There are countless investment firms that offer financial planning, and just as many planning firms that claim to quarterback your financial life. At Spectrum, our wealth design approach means we bring into focus three disciplines that impact your present, your future and your legacy.
Our independent, tactical approach allows us to manage risk without bias. We go beyond buy and hold to design a unique, tax-efficient investment plan specifically around you.
We strive to fully understand your circumstances before deploying our multidisciplinary team of financial planners, investment professionals and tax experts to design a holistic strategy that connects your wealth to purpose.
Our family office service incorporates everything from tax planning to intergenerational transfer strategies. We design and manage highly personalized plans that accommodate family dynamics and simplify your financial life.
Behind every effective design is a well-honed process. LifeSpectrum Planning™ is a quarter century of experience codified into a clear set of steps, leading you beyond financial independence to your desired family legacy and the deployment of the social capital you have built.
Find out what an independent, multidisciplinary team can do for you. To schedule a personal meeting, call us toll-free at 1.877.663.5601 or complete the form below.
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Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, we work with clients at every stage, helping them control their financial future-whether that’s planning for retirement, preparing the next generation, or growing your business. Our personal relationships with our clients will remain the foundation and future of our firm – Welcome to our new firm!
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