It’s your money!  You need to manage it properly to meet your needs and accomplish your goals—for yourself and for your business.  At Spectrum Strategic Capital Management, LLC, (our financial services company), we believe in taking a holistic approach to providing comprehensive wealth care--financial planning that addresses all of your concerns.

Spectrum Strategic Capital Management, LLC can help find the solutions to your financial objectives through services such as: 

·        Securities Brokerage and Investment Advice

·        Fee-Based Asset Management Programs

·        Retirement Plan Objectives and Investment Strategies

·        Planning and Funding Strategies for Business Goals

·        Life, Disability, and Long Term Care Insurance          Programs

·        Retirement and Estate Planning Services

·        Risk Management Solutions

·        Tax Advantaged Investment Strategies

Spectrum Strategic Capital Management, LLC, works closely with Spectrum CPA Group, LLP, to provide our clients with a team approach.  The lead member of the team is one of our several CPA’s who hold both securities and investment advisory licenses.  Greg Bachman, a Certified Financial Planner™ and our lead financial services professional, is a key member of the team. 

The CPA concentrates on getting to know you and your goals to make sure that the recommended strategy is appropriate for you, and represents the best possible tax strategy as well.  Based on that definition, we recommend the specific investment vehicles to implement the agreed upon strategy.

We have full access to just about everything the market has to offer, and we’re not bound to any proprietary products.  This means our obligation is to find the right products for you.  We work together for the sole purpose of enabling you to meet you personal financial objectives.   

We currently have persons registered to do business in the states of OR, CA, AZ, NY, OH, WA and PA.  This should not be considered to be our offer to sell securities in any other state or jurisdiction.

Securities offered through Purshe Kaplan Sterling Investments member FINRA/SPIC
Headquartered at 18 Corporate Woods Blvd. , Albany , NY 12211