At Spectrum Asset Management we are passionate about aligning our clients’ Wealth with their Vision, Values, and Goals. This gives them the clarity, confidence, and freedom to make wise decisions about their wealth. We are known for our candor and honesty. We like to delve into questions such as: What’s important about money to You? What do you want to have happen personally and professionally to be happy with your progress? What specific milestones are important to you in the future? The answers to these questions act as a compass, or “Values Filter”, for our wealth management services, which include all aspects of financial planning and portfolio management. Founded in 1987, we are one of the oldest and most established independent investment advisors in Orange County, California. Both our team and our operational design support a genuine culture of client service. We provide the human interaction you would expect from a small private practice along with the predictability of a larger advisory firm. Client assets are held in custody at Charles Schwab & Co., TD Ameritrade, Wells Fargo, and US Bank among others. Disclosure: Followers/Likes should not be considered a positive reflection of our investment advisory services. Visitors to this page should avoid posting positive reviews of their experiences with the adviser or its services, as such testimonials are prohibited under federal securities laws and may not reflect the experience of all clients. Endorsements, Recommendations and/or Likes should not be considered a testimonial or endorsement of the representative or firm and is merely a mechanism to circulate this page. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any information presented here should not be relied upon without the coordinated advice from a registered/licensed investment professional.