Spectrum Investment Advisors
- 6329 W. Mequon Road Mequon WI 53092
- (262) 238-4010
- (262) 512-2704
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Monday through Friday, 8:00 am to 5:00 pm
At Spectrum Investment Advisors, we provide comprehensive financial planning and retirement plan services for individuals and businesses. As an SEC Registered Investment Adviser, we act as a fiduciary to our clients. We take a personal and collaborative approach, always keeping our clients’ best interests in mind. Our team of knowledgeable advisors provide expert advice, support, and tools to help our clients reach their financial goals.
Our core services include:
• Wealth Management to help individuals turn goals into reality.
• Retirement Plans built & managed to help instill confidence.
• Financial Wellness to foster a strong & loyal company culture.
Registration with the SEC does not imply a certain level of skill or training.
Rep/Contact InfoMichael McDonaldWealth Manager | Relationship Manager
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