We’re excited to welcome Spectrum Wealth Partners to the Concurrent platform! We’re eager to partner with this firm as they bring individualized financial solutions to their clients.
Spectrum Wealth is a full-service financial firm in West Berlin, NJ, run by its founding partner, Alan Cohen. They bring a strong focus on personalized service and an understanding of the struggles families face today. Spectrum Wealth comes from having personally seen the struggle many well-meaning family and friends experienced to succeed financially.
Spectrum is confident in its understanding of personal finance. Coupled with their expertise and training as financial professionals, the team at Spectrum can help people better prepare for the future.
Spectrum Wealth believes in thinking out of the box, bringing fresh approaches to investing and preserving wealth with unparalleled client service. Now, with the Concurrent platform, they can support their clients using our tools and technology. We’re excited to help them provide industry-leading client service.
When firms partner with Concurrent, they instantly gain access to more financial products and a broader range of investment opportunities. Spectrum Wealth now has access to compliance, supervision, operational support, investment due diligence, and technology, as well as access to leading custodians, a broker-dealer, and banking and trust services. Concurrent supports advisory firms like Spectrum Wealth so they can better serve their clients.
To learn more, check out their website at www.spectrumwp.com.
