At Spectrum Wealth Management, I guide you through the process of identifying and assessing your financial resources. We then devise customized strategies to help you address your needs and goals.
I provide investment advisory services through my affiliation with WCG Wealth Advisors, a Registered Investment Advisor that does business as The Wealth Consulting Group. This relationship allows me to review strategies with Spectrum Team Members, such as Investment Strategy Committee members and Advisor Resource Center staff. The individuals listed under Selected WCG-Affiliated Professionals section are not affiliated with Spectrum Wealth Management and are a resource to the advisors and and staff of Spectrum Wealth Management only. They do not work with clients or prospects of Spectrum Wealth Management.
My holistic approach to financial planning gives you a full circle understanding of your financial circumstances.
Get the guidance to help you gain the financial clarity needed to make a customized plan for your future. Feel confident in your financial game plan.
Owner and Wealth Manager
Douglas Boring CFP® is a founding partner of Spectrum Wealth Management, Inc. and dedicated to helping…
Client Service Manager
Michelle Nye joined Spectrum Wealth Management in 2019 and brings a wide variety of professional skills…
Director, Advisor Resource Center
Amber Kodad is The Wealth Consulting Group’s Director of Financial Planning/Advisor Resource Center…
CEO and ISC Member
Advanced Insurance Consultant
Senior Operations Manager
Financial Planning Coordinator
The financial consultant at Spectrum Wealth Management is a registered representative with and offers securities through LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, LLC, a Registered Investment Advisor. WCG Wealth Advisors, LLC and Spectrum Wealth Management are separate entities from LPL Financial. The SmartVestor program is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of WCG Wealth Advisors, LLC, Spectrum Wealth Management, or LPL Financial.
The LPL Financial registered representative associated with this website may discuss and/or transact business only with residents of the states in which he is properly registered or licensed. No offers may be made or accepted from any resident of any other state.