Spectrum Wealth Management has been a leader in the financial services industry within the Buffalo area for over 30 years. We are a mid-sized, independently owned and operated, full-service financial firm in Amherst, NY. Our firm is committed to helping people pursue their financial goals. The average age of our clientele is 62 years old with our primary focus is retirement planning. We offer a wide range of financial products and services to individuals and business owners giving them a thorough analysis of where and how to invest.
Part of the family
Living in a medium-sized community has allowed us to give our clients the ability to feel like we are part of the family. Being from the Western New York area also gives us the ability to understand what our clients are going through and relate to them on a more personal level. Giving people the opportunity to establish themselves as financially secure is the greatest gift we can offer our clients.
Our advisors provide clients financial planning services through our registered investment advisor, WNY Asset Management, Inc. This powerful relationship with WNY Asset Management provides access to the products and support we need while at the same time allowing us the flexibility and independence you have come to expect. The professionals at Spectrum will provide you with the services and products you need to help develop a sound financial plan.
Our Areas of Service Include But Are Not Limited To:
- Life Insurance
- Retirement Planning
- Income Planning
- Tax Planning & Preparation
- Medicaid Planning
- Estate Planning & Probate
- Long Term Care Insurance
- IRA and 401k/403b Rollovers and Required Distributions
Spectrum Wealth Management has four words that describe us and how we take care of our clientele: Independent, Objective, Effective, Trusted. Let’s get your financial future on the track you want so that you can live a financially prosperous life. Please call us if you have any questions about our firm or the range of financial products and services we provide.
Spectrum Wealth Management
4925 Main St #202, Amherst, NY 14226
Phone (716) 221-2144