Spectrum Investment Advisors is a trusted wealth management firm based in Mequon, WI, with a dedicated team that prioritizes building long-term relationships founded on trust and understanding. They offer comprehensive individual wealth management services, acting as fiduciaries to help clients achieve their financial goals with integrity and personalized advice.
As independent retirement plan consultants and fiduciaries, Spectrum Investment Advisors also specialize in corporate retirement plans, assisting employees in becoming retirement ready through personalized advice and fiduciary investment services. With 25 years of experience, their team has gained local and national recognition for their commitment to successful outcomes and their unique approach that combines quantitative and qualitative strategies.
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