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Top college planning experts California? With that information, our advisors develop a personalized asset allocation, compare and contrast the client’s current portfolio to that allocation, and research different investment solutions to implement a new strategy. We understand having your assets allocated properly means an increased chance for success in attaining your unique financial goals. Our firm’s approach to asset allocation is time-tested and is the fundamental building block to wealth creation, preservation, and generational planning.
James Westermeyer, Family Wealth Advisor and Managing Partner at Spectrum Wealth Partners, coaches his clients to success by helping them make the best decisions possible regarding their wealth. In particular, he helps clients identify and implement strategic and creative solutions to addressing estate, business succession, and investment planning challenges and opportunities. These solutions help enable his clients to keep what they accumulate, conserve and protect their wealth, and distribute their assets with a focus on reducing taxes and complexity.
Spectrum Wealth Partners utilizes strategic relationships with benefit carriers, technology vendors, and administrators, which allow us to focus on the needs of our customer. Our mission is to deliver the most efficient, fiscally responsible benefit program to every relationship. We want to be sure your benefits and human resource goals fit your strategic business goal. Aside from selection and implementation of optimal human resource and benefits system, we also form partnerships with our clients through implementation of new benefit plans, customization of eligibility platforms, and ongoing communication of benefits information to employees. Find a lot more information on wealth management alamo.
We have only one goal – that of managing and growing our clients’ wealth. Our aim is to help you manage your assets so they have a positive impact on your life and the lives of your family, now and in the future. We adhere to the principles of listening before speaking and understanding your lives and goals before advising. Our reputation is built on lasting relationships with our clients to whom we provide personalized financial services. Our combination of client education and service distinguishes our firm in the financial services community. This is the Spectrum Advantage.
We are licensed in the following states. If you are a legal resident of one of these states, please proceed. We are sorry if we are unable to offer you our services at this time. Securities: Arizona, Arkansas, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Hawaii, Maryland, Missouri, Nebraska, Nevada, New Jersey, New York, Ohio, Oklahoma, Oregon, Rhode Island, South Carolina, Texas, Utah, Virginia, and Washington. Insurance: Arizona, California, Colorado, Connecticut, Florida, Illinois, Massachusetts, Michigan, Minnesota, Missouri, Nebraska, Nevada, New Jersey, New Mexico, New York, Oregon, Pennsylvania, South Carolina, Texas, Utah, Virginia, Washington, Wisconsin, Wyoming Discover extra info on http://spectrumwealthpartners.com/.
