Spectrum Wealth Partners
san ramon, California, United States | Financial Advisors
Spectrum Wealth Partners provides the full range of custom planning solutions and advice to affluent families, professionals, executives, and business owners in various stages of life. The various backgrounds and experiences of each of our partners allow SWP to view challenges and opportunities from a multi-generational perspective. Click here to learn more about our partners and staff.SWP is proud to be a local firm with deep roots in its community and access to unsurpassed national resources. Combined, our four partners have more than 60 years of industry experience.Consistent with the Lincoln Financial Advisors philosophy of -- "Serve First, Last and Always" – we operate on an “open architecture” platform. That means that our clients enjoy our objective advice and expertise in building a custom portfolio from various products and platforms. Click here to learn more about our philosophy.
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