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SWM Quarterly Update | Q4 2023

BY Spectrum Wealth Management | Jan 31, 2024
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Webinar Disclosures

Spectrum Wealth Management, LLC., (“Spectrum”) is an SEC-registered investment advisor with its principal place of business in the State of Indiana.  SMG and its representatives are in compliance with the current registration requirement imposed upon registered investment advisors by those states in which Spectrum maintains clients.  Spectrum may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.  This brochure is limited to the dissemination of general information pertaining to its investment advisory/management services. 

Any subsequent, direct communication by Spectrum with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.  For information pertaining to the registration status of Spectrum, please contact Spectrum or refer to the Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov/lapd/content/lapdmain/lapd_sitemap.aspx. For additional information about Spectrum, including fees and services, send for our disclosure statement as set forth on Form ADV from SWG using the contact information herein.  Please read the disclosure statement carefully before you invest or send money.

Past performance may not be indicative of future results.  Therefore, no current or prospective client should assume that the future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended by the advisor), will be profitable or equal to past performance levels.

Some of the information provided herein has been obtained from third parties, which are believed to be reliable, but no reservation or warranty is made as to its accuracy or completeness of such information. Indices are shown to reflect general market performance and are provided for informational purposes only; it is important to note that our firm’s strategies differ from the indices displayed.

Investors should be aware that Investors cannot invest directly in an index.  Indices may change over time.  Indices are not an investment and, therefore, have no investment performance history.  Index performance does not include risks, fees, or other costs.  Past index performance is no indication of future results for the index or for any investment. Investors cannot invest directly in an index.


Spectrum Wealth Counsel, doing business as Spectrum Wealth Management, LLC, is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. Additional information about Spectrum’s investment advisory services is found in Form ADV Part 2, which is available upon request. The information presented is for educational and illustrative purposes only and does not constitute tax, legal, or investment advice. Tax and legal counsel should be engaged before taking any action. The opinions expressed and material provided are for general information and should not be considered a solicitation for purchasing or selling any security.

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