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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

We help you discover your personal financial goals and navigate the complexities of building a financial future you can have confidence in for your family.

Investment Management

We work with you to understand your financial aspirations, risk tolerance, and time horizon to craft an investment strategy that meets your goals.

Risk Management

We assess your current situation and recommend solutions for protecting your family and wealth from unforeseen circumstances and potential risks.

Tax Planning

We assist in developing customized tax strategies to minimize your liability and maximize best practices while ensuring full compliance.

Business Solutions

We discover your companies needs and long-term objectives and create a plan that considers your strategic financial goals and help you reach them.

Estate Planning

We provide education and advice on the importance of sustaining your legacy across generations through proper planning and the transfer of wealth and assets.

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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Securities and investment advisory services are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC.  OSJ: 13455 Noel Road, 20th Floor, Dallas, TX 75240 972-246-1800.  Spectrum Wealth Strategies is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies.  Financial planning services offered through Spectrum Strategies, LLC, a Registered Investment Advisory Firm, are not offered or sponsored by MML Investors Services, LLC.

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13455 Noel Rd, Suite 2000, Dallas, TX 75240

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972-455-4385

Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. Supervisory office: 13455 Noel Road, 20th Floor, Dallas, TX 75240 972-246-1800. Spectrum Wealth Strategies is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. CRN202612-5405656

FINRA's BrokerCheck | Customer Relationship Summary

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