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Top business succession company Bay Area? Spectrum Wealth Partners provides family and individual wealth management services that aim to help preserve and enhance your wealth. The success of a portfolio is directly tied to the investment plan developed for our clients. A thorough investment plan is vital to the implementation of any investment strategy and is the blueprint for the purchase of every security in a client account. In the investment review process, our advisors capture all of our client’s personal information and current investments, as well as the goals and objectives they seek to achieve.
Peter was selected to join The Resource Group(TRG), an invitation-only, nationwide network of the top 200 planners within Lincoln Financial Advisors (LFA), and he is currently working with the Practice Management Committee and Investment Committee within TRG. He is a LFA National Conference Presenter. Peter has earned multiple LFA awards, which includes Planner of the Year in 2012. Peter T. Waldron earned a Bachelor of Arts Degree in History with a minor in Economics from Colorado State University in Fort Collins, Colorado. Currently, Peter’s family of 7 resides in San Ramon. He and his wife spend their personal time with their 5 children. He was born in Montclair, New Jersey and grew up in Contra Costa County where he continues to serve his community through his active philanthropy with Disney Element School Education Fund.
We work with our clients to help them structure a charitable giving plan that balances tax efficiency with philanthropic objectives. Our planning process often uncovers opportunities to magnify and enhance what our clients ultimately provide as a legacy to their chosen charitable organizations. Say the words “life insurance” to some people, and you’re likely to get a less than enthusiastic response. But, more and more frequently, people are discovering that life insurance can be a helpful financial planning tool. Life insurance offers a way for you to help provide for your family, protect your business, and make charitable gifts without reducing the value of your estate. Read many more information on wealth management alamo.
We have only one goal – that of managing and growing our clients’ wealth. Our aim is to help you manage your assets so they have a positive impact on your life and the lives of your family, now and in the future. We adhere to the principles of listening before speaking and understanding your lives and goals before advising. Our reputation is built on lasting relationships with our clients to whom we provide personalized financial services. Our combination of client education and service distinguishes our firm in the financial services community. This is the Spectrum Advantage.
Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer and a registered investment advisor. Member SIPC. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com. Discover a lot more info on http://spectrumwealthpartners.com/.