INDUSTRY LEADERSHIP・COMMUNITY IMPACT
Understanding makes the difference.
As you get to know us, you’ll find a harmonious team of unique individuals, each bringing a strong background, a deep commitment, exceptional education and training, an informed perspective, and a personal passion for driving success. If you look in the windows of our own coffeehouse on any given day, you’ll see a group that knows how to work together, and engage the powerful wisdom that only a strong team offers.
- Celebrating 25 years in business
- Patented color-coded Spectrum Investor® Communication Process
- Registered Investment Advisor with the Securities and Exchange Commission (SEC)*
- Privately held and independent firm with all six partners actively involved
- Selected as Best Places to Work by local and national publications (see press and awards below)
*Registration with the SEC does not imply a certain level of skill or training
Senior Vice President - Business Development/Partner
Senior Relationship Manager
Wealth Manager/Relationship Manager
Employee Education & Wellness Manager
From the quality of our workplace to the depth of our track record, we’ve been honored with a wide range of prestigious awards and recognitions. We’re extremely proud of each and every one, but the most important recognition of all is the loyalty of our clients. Our thanks to all.