Wealth Management
Helping Turn Your Financial Goals Into Reality
More Than Money Management
Effective wealth management is about more than numbers—it's about relationships.
We take the time to understand your unique goals and dreams, offering fiduciary guidance that’s rooted in your personal vision for the future.
We provide peace
of mind
As your discretionary money manager, we handle the responsibility of investment decisions and act in your best interests.
We focus
on what
matters most
We take the time to understand you and your goals so we can tailor a financial plan that helps you feel confident and secure.
We
think
long-term
We focus on helping you build sustainable, long-term wealth to support the life you envision.
Your Journey, Our Financial Guidance
Our approach to wealth management begins with understanding your unique situation. We believe that when we focus on you as a person first, the returns will follow. Your financial plan should reflect your unique goals, so we take the time to get to know you.
Step 1: Understand
Goals & Objectives
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Your family
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Your financials
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Your investment parameters
Things We Consider
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Your risk profile
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Your time horizon
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Your investment objectives
Wealth Management Client Survey
Our Spectrum Client Survey highlights the positive experiences our clients have with us. We regularly gather feedback to refine our approach and maintain the high standards our clients expect.
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The 2024 survey results presented were provided by current clients of Spectrum Investment Advisors. All clients were invited to voluntarily participate in a satisfaction survey; however, no cash or non-cash compensation was provided in exchange for their participation. The results presented may not reflect the sentiments of all clients, and we encourage you to independently evaluate our services based on additional criteria that you deem appropriate.
Meet Your Team
Our wealth management team is dedicated to building lasting relationships and providing personalized financial guidance. We’re here to help with tailored strategies and personalized support every step of the way.
Wealth Management Team
Matthew Demet
CEBS®, CRC®, AIF®, CPFA™
Senior Vice President - Business Development/Partner
Brian White
CFP®
Wealth Manager
Mike McDonald
Wealth Manager
Max Flanagan
CFP®, AAMS®
Wealth Manager
Paul Minick
CFP®, CPFC®
Wealth Manager
Marcos Rosado
SIE®
Associate Advisor
Jerica Keifenheim
Client Service Associate
Investment Management Support
Jonathan Marshall
MBA
CIO/CCO/Partner
Manuel Rosado
MBA
President/Partner
Blaine Disrud
CFA®
Portfolio Manager
Sara Olson
Office Manager/Compliance Coordinator
Wealth Management Resources
Our Wealth Management resources are designed to equip you with valuable tools and insights to support your financial journey. We’re committed to providing helpful resources that empower you to make informed decisions with confidence.
