Awesome wealth management company California

Top wealth management experts US? Spectrum Wealth Partners provides family and individual wealth management services that aim to help preserve and enhance your wealth. The success of a portfolio is directly tied to the investment plan developed for our clients. A thorough investment plan is vital to the implementation of any investment strategy and is the blueprint for the purchase of every security in a client account. In the investment review process, our advisors capture all of our client’s personal information and current investments, as well as the goals and objectives they seek to achieve.

Peter was selected to join The Resource Group(TRG), an invitation-only, nationwide network of the top 200 planners within Lincoln Financial Advisors (LFA), and he is currently working with the Practice Management Committee and Investment Committee within TRG. He is a LFA National Conference Presenter. Peter has earned multiple LFA awards, which includes Planner of the Year in 2012. Peter T. Waldron earned a Bachelor of Arts Degree in History with a minor in Economics from Colorado State University in Fort Collins, Colorado. Currently, Peter’s family of 7 resides in San Ramon. He and his wife spend their personal time with their 5 children. He was born in Montclair, New Jersey and grew up in Contra Costa County where he continues to serve his community through his active philanthropy with Disney Element School Education Fund.

Spectrum Wealth Partners strives to help clients maintain success in business while protecting themselves against the risks associated with having a large percentage of their assets tied up in the entity that is their life’s work. As holistic planners, we review all aspects of your financial situation, taking into account tax consequences, legal documents, and asset distributions in order to develop a financial plan closely integrated with your business plan. Find even more information on wealth management alamo.

Spectrum Wealth Partners is a preeminent fee-based financial planning firm with prodigious experience in asset management, business continuity and wealth transfer strategies. We provide clients with fee-based retirement, estate and business succession planning, as well as related estate tax, investment and insurance strategies. Our name and reputation have been built on servicing each client as if he or she were our only client. The personal attention we provide is one of the primary reasons that many of our clients become partners for life.

Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer and a registered investment advisor. Member SIPC. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com. Find many more info at here.