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
Spectrum Strategic Capital Management, LLC
can help find the solutions to your financial
objectives through services such as:
and Investment Advice
Asset Management Programs
Plan Objectives and Investment Strategies
and Funding Strategies for Business Goals
Disability, and Long Term Care Insurance
and Estate Planning Services
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.
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.
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