Spectrum Wealth Management has been one of the leaders in the financial services field within the Buffalo area for over 30 years. 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 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 our clients financial planning services through our registered investment advisor, WNY Asset Management, LLC and Cadaret, Grant. 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:
Investments
Retirement Planning
Tax Planning & Preparation
401k/403b Rollovers
Life Insurance
Long Term Care Insurance
Estate Planning & Probate
Medicaid Planning
Newsletters
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HOT TOPIC: Too Much Oil with Nowhere to Go
This article looks at the reasons behind crude oil’s price collapse and the larger issue of imbalance between supply and demand in the global oil industry.
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HOT TOPIC: The SECURE Act and Your Retirement Savings
A discussion of the important provisions in the SECURE Act that could affect retirement, tax, and estate planning strategies.
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Will vs. Trust: Know the Difference
Wills and trusts can each help in the distribution of assets at death. This article points out important differences between the two.
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Business or Hobby? It’s All About Taxes
The difference between a money-losing business and a hobby matters at tax time. This article presents IRS criteria for making the distinction.
Calculators
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Lease Payment
How much would your monthly lease payment be?
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?