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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Your Business: Could You Benefit from a Roth Conversion in 2020?
This article focuses on the potential short- and long-term tax ramifications of a Roth IRA conversion.
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Four Questions on the Roth Five-Year Rule
This article provides an overview of two versions of the Roth five-year rule and how they apply to various situations.
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Survivor Benefits Provide a Financial Lifeline
Decisions made when claiming Social Security retirement benefits can make a big difference in spousal and other dependents’ survivor benefits.
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HOT TOPIC: How COVID-19 Has Changed Consumer Behavior and the Future of Retail
This article looks at the “new normal,” its effect on consumer behavior and the retail industry, and what that could mean for the economy.
Calculators
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Savings Accumulation
Estimate the future value of your current savings.
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?