Trusted Advisors for Wealth Management

At Spectrum Wealth Strategies, we are client-focused and goal-oriented, providing comprehensive fee-based financial planning services. We will utilize all our energy and resources to help clients achieve their standard for financial independence.

Learn How We Help Our Clients

Trusted Advisors for Wealth Management

At Spectrum Wealth Strategies, we are client-focused and goal-oriented, providing comprehensive fee-based financial planning services. We will utilize all our energy and resources to help clients achieve their standard for financial independence.

Learn How We Help Our Clients

Trusted Advisors for Wealth Management

At Spectrum Wealth Strategies, we are client-focused and goal-oriented, providing comprehensive fee-based financial planning services. We will utilize all our energy and resources to help clients achieve their standard for financial independence.

Learn How We Help Our Clients

Trusted Advisors for Wealth Management

At Spectrum Wealth Strategies, we are client-focused and goal-oriented, providing comprehensive fee-based financial planning services. We will utilize all our energy and resources to help clients achieve their standard for financial independence.

Learn How We Help Our Clients

Our Expertise

Our Expertise

Financial Planning

Investment Management

Risk Management

Tax Planning

Business Solutions

Estate Planning

Our Advisors

Trust is everything. Choose the team that understands your personal and professional goals, and works diligently to help you reach them. We offer a unique partnership with a specific financial advisor ready and willing to assess every aspect of your life to create a unique plan for you.

Find us on FINRA’s BrokerCheck

Our Customer Relationship Summary

Randy BlackCFP®, Partner
CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL

Truman G. Blocker IVCLU, CFP®
Managing Partner
CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL

Jonathan BomarCFP®, Partner
CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL

Jeffrey D. CumminsCPA*, MBA, CFP®
Managing Partner
CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL

Jaime GalvanCFP®, Partner
CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL

William R. Geiler, IIICFP®, Partner
CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL

Weston PoulosCFP®, Partner
CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL

Landon Vaughan
Managing Partner

Our Advisors
Set Us Apart

The Spectrum Wealth Strategies team is committed to core tenets that drive client success. You can count on us to live up to these non-negotiables:

Meet Our Advisors

We Will Always Provide:

Upfront Fee Schedules

Comprehensive Plans

Responsive Service

We Will Never:

Invoice Hidden Fees

Offer Cookie-Cutter Advice

Ignore Your Requests

Serving Clients Across the Nation

We have financial advisors across the nation ready to help you achieve your personal and professional goals to ensure financial longevity.

Dallas Headquarters

13455 Noel Rd, Suite 2000,
Dallas, TX 75240

972-455-4385

Serving Clients Across the Nation

We have financial advisors across the nation ready to help you achieve your personal and professional goals to ensure financial longevity.

Dallas Headquarters

13455 Noel Rd, Suite 2000,
Dallas, TX 75240

972-455-4385

Let’s Talk

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