Spectrum Wellth

About Us

The name Spectrum Wellth reflects our mission: to empower the full spectrum of people to learn about and utilize the full spectrum of wealth-building strategies.

We believe wealth is built from the ground up — starting with education of the timeless financial principles and strategies not taught to us in school. We offer multiple FREE virtual and in-person workshops each month. These sessions are purely educational, with personal strategies developed in one-on-one follow-ups.

Our full spectrum of financial solutions help you protect and grow your money without market risk, taxes, or fees.
Unlike traditional wealth building vehicles like 401(k)s, 403(b)s, IRAs, etc., our accounts offer no-risk guarantees, superior tax advantages, no management fees, and protection against catastrophic life events - which is peace of mind you can't buy anywhere. Clients consistently tell us these strategies are life-changing.

We also offer budgeting and cost savings analysis, credit coaching, and a full suite of real estate services.

Whether you're laying the foundations to cultivate generational wealth, or ready build your financial fortress, we create strategies tailored to each client’s needs.

We proudly serve the full spectrum of people — those of any race, gender identity, sexual orientation, or household size—and partner with businesses to extend these benefits to employees, as well as partners for health benefit solutions.

Spectrum Wellth helps individuals, families, and businesses connect the dots between health and wealth through a holistic framework we call *Wellthy Living*.