Wealth & Risk Planning

Dental CPA

spectrumSpectrum Wealth Advisors works as a team with Buckingham Asset Management, a registered investment advisor based out of St. Louis, Missouri, to provide dentists with the wealth management they need to realize their goals. The fee-only advisors at Spectrum Wealth Advisors are interested in building a fiduciary relationship by putting the client’s interests first, not just adding a new account.

At Spectrum Wealth Advisors, we offer a full range of resources to help you make sound investment decisions, meet your risk management needs, and plan for retirement and other life events. The cornerstone of the Spectrum Wealth approach is the creation of a strategy to accomplish your short and long-term financial goals. This strategy, combined with an investment approach based on academic research and Modern Portfolio Theory, not only reduces your stress about your finances but also gives you an accurate picture of your expectations. Our goal in serving you is to cultivate an environment of learning and exploration so that you understand the options available to you.