Approach

Our Wealth Planning Approach

LifeSpectrum Planning™ Process

The personalization, depth and precision of our wealth planning process helps our clients live life by design, not by default. It’s about untangling the complexities of your wealth so that you can achieve greater financial independence, expand your family legacy and define your social capital legacy.

LifeSpectrum Planning™ is more than strategies, tactics and tools. It is about your mission, your values, your goals, and your vision for the future. Through ongoing in-depth discussions, we strive to fully understand you, your circumstances, your goals, your needs and your dreams before we offer any advice. We work with you to develop a plan that integrates your personal life and your financial life so that you can connect your wealth to purpose.

DISCOVER OUR INVESTMENT PROCESS

Looking for more?

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.

Name(Required)
Series of large marble pillars

Practical Insights from the Spectrum Team

The easiest way to get objective, expert perspectives on today’s most pressing financial topics.

Spectrum In The News
BY Spectrum Wealth Management | May 8, 2025

“Legal measures like drafting a will and designating guardianship for children further strengthen financial and family protection,” co-founder Leslie Thompson shared with Gregg Greenberg at InvestmentNews. Her perspective highlights tangible steps single mothers can take to safeguard their futures and protect their families.

READ MORE
Spectrum In The News
BY Spectrum Wealth Management | May 7, 2025

Divorce often brings a wave of financial decisions. Co-founder and Chief Investment Officer Leslie Thompson spoke with Janet Bodnar at Kiplinger about key post-divorce actions, including managing shared debt, closing joint accounts and monitoring credit to help clients rebuild financial security.

READ MORE
Uncategorized
BY Spectrum Wealth Management | Apr 28, 2025

Q1 2025 Review and Outlook Webinar

READ MORE
Spectrum In The News
BY Spectrum Wealth Management | Apr 15, 2025

Profit-Forecasting Chaos Sows Risk as Tech Analysts Wait and See

READ MORE
Spectrum In The News
BY Spectrum Wealth Management | Apr 9, 2025

3 Estate Planning Moves To Make To Protect Your Wealth as Recession Looms

READ MORE
Weekly Market Insights
BY Spectrum Wealth Management | Apr 7, 2025

Weekly Market Insights: April 7, 2025 – Markets React to White House Tariffs

READ MORE
VIEW MORE
Top

Search

You can now find Spectrum Wealth Management at Focus Partners Wealth.

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!

Continue to Website

© 2025 Focus Partners Wealth