The Spectrum Group at Morgan Stanley

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The Spectrum Group

OUR MISSION STATEMENT

Experience, intellectual capital and dedicated personal service to help you meet your life goals

Our Story and Services

Wealth Management Through Prudent Planning

As the financial world becomes increasingly complex, sound financial planning is no longer a luxury. It has become a virtual necessity. The Spectrum Group is a seasoned team of financial professionals who have served the diverse needs of high net worth investors, foundations, and corporations for many years. We have the resources and experience to craft a comprehensive plan for you and manage it prudently over time. The Spectrum Group takes a holistic approach to planning. Before we make any recommendations, we will work closely with you addressing a broad spectrum of issues, such as your current family situation, career aspirations, education costs, retirement goals, and estate planning.

What we learn becomes the foundation for a sound strategy based on your unique profile and goals. From there, we will discuss such issues as your risk tolerance, asset allocation and the most suitable investments for you. But that is just the beginning. Over time, we’ll meet with you regularly to modify your plan to reflect changes in your life. At the Spectrum Group, our goal is to create a comprehensive plan that you can follow confidently, regardless of the ever-changing economic landscape.


Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Services Include

  • Wealth Management
  • Professional Portfolio Management
  • Financial Planning
  • Estate Planning Strategies
  • Trust Services*
  • Corporate Bonds
  • Municipal Bonds
  • 401(k) Rollovers
  • Qualified Retirement Plans
  • Corporate Retirement Plans
  • Alternative Investments
  • Lending Products

Location

Location

  • 20807 Biscayne Blvd
  • 6th Floor
  • Aventura, FL 33180


    Meet The Spectrum Group

    Investing

    Working closely with you to guide your wealth and investments through the most challenging market cycles.

    • Asset management
    • Traditional investments
    • Alternative Investments
    • Impact Investing

    Family

    Creating customized financial strategies for the challenges that today's families face.

    • Estate Planning
    • 529 Plans / Education Planning
    • Long Term Care Insurance
    • Trust Services and Accounting

    Retirement

    Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

    • 401(k) Rollovers
    • IRA Plans
    • Retirement income strategies
    • Annuities

    Ready to start a conversation? Contact The Spectrum Group today.

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