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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Is a Roth 401(k) Right for You?
An overview of the potential benefits, limitations, and rules of Roth 401(k) accounts.
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What Medicare Won’t Cover
See potentially expensive services Original Medicare doesn’t cover and how Medicare Advantage, Medigap or private insurance might help.
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Do You Need a Power of Attorney?
Explore three types of powers of attorney and find out how a living will can supplement a durable POA for health care.
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HOT TOPIC: All Eyes on the U.S. Economy as It Caps Off Decade of Growth
This article compares the current economic expansion with prior business cycles and examines developments that could affect future growth.
Calculators
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.