Recommended sell my business experts California? Spectrum Wealth Partners provides family and individual wealth management services that aim to help preserve and enhance your wealth. The success of a portfolio is directly tied to the investment plan developed for our clients. A thorough investment plan is vital to the implementation of any investment strategy and is the blueprint for the purchase of every security in a client account. In the investment review process, our advisors capture all of our client’s personal information and current investments, as well as the goals and objectives they seek to achieve.
James graduated from Oklahoma State University in Stillwater, Oklahoma, in 1984 with Bachelor of Science degrees in both Accounting and Finance. In addition to being a member of the Financial Planning Association, Estate Planning Council, and Million Dollar Round Table1, he is a frequent speaker at financial planner gatherings. He is an Advanced Select Planner2 with Sagemark Consulting Private Wealth Services3 and is also a member of The Resource Group4 and Premier Partners5. James is also a Legacy Certified Advisor. James was voted Planner of the Year for both 2000-2001, and New Organization Associate upon joining Lincoln Financial Advisors in 1997. James frequently works with many local charities, including The Giving Exchange, Beyond Differences, Crisis Support Services, and Hope Hospice.
We have all heard some variation on this Benjamin Franklin quote: “In this world nothing can be said to be certain, except death and taxes.” While this is true, we work with our clients and their tax advisors to minimize our clients’ exposure to tax. Most of our clients choose a proactive approach to reducing taxes as opposed to becoming a martyr to the Internal Revenue Code. We educate our clients’ on all of the available benefits within the tax code to help reduce both their annual and their final obligations to the federal government. Find many more information on wealth management alamo.
We have only one goal – that of managing and growing our clients’ wealth. Our aim is to help you manage your assets so they have a positive impact on your life and the lives of your family, now and in the future. We adhere to the principles of listening before speaking and understanding your lives and goals before advising. Our reputation is built on lasting relationships with our clients to whom we provide personalized financial services. Our combination of client education and service distinguishes our firm in the financial services community. This is the Spectrum Advantage.
At Spectrum Wealth Partners, we follow the Lincoln Financial Advisors philosophy of “Service first, last, and always.” We see the world through the eyes of our clients; your success is our success. Our partners’ combined industry experience spans over 80 years, and with locations all around the Bay Area we provide a wide range of financial, business succession, and employee benefit services in association with Lincoln Financial Group. This powerful combination gives our clients the experience of working with a local advisor, while having access to the significant resources a Fortune 500 financial firm offers. Find more information on here.