Business Details
31 Years
experience
Your Trusted Partner for Financial Adviser Solutions
Spectrum Investment Advisors has dedicated three decades to empowering clients through personalized financial guidance rooted in integrity and expertise. Our team of certified professionals combines fiduciary responsibility with a deep understanding of wealth management, retirement planning, and financial wellness to deliver tailored solutions. We prioritize long-term relationships, acting in clients' best interests while maintaining transparent, fee-based pricing. Recognized as industry leaders through multiple awards, we integrate innovative strategies with proven methodologies to address complex financial challenges. Our commitment extends beyond individual clients to corporate retirement plans, where we serve as fiduciary partners ensuring compliance and optimizing investment strategies.Through educational resources, one-on-one consultations, and community engagement, we foster financial confidence across generations. Backed by $4.72 billion in assets as of 2025, our approach combines quantitative analysis with qualitative understanding of clients' life goals. We maintain rigorous compliance standards while continuously refining our services based on client feedback, ensuring alignment with evolving financial landscapes and regulatory requirements.
Services
Wealth Management
Retirement Plans
Financial Wellness
Investment Advisory
Fiduciary Consulting
Details
- Year established: 1995
Highlights and features
- 30 years of experience serving individual and corporate clients
- Fiduciary commitment to act in clients' best interests
- Personalized approach combining technical expertise with relationship-building
- Recognized as industry leaders through multiple awards
- Transparent, fee-based pricing model with no sales agenda
Associations and certifications
- Best Places to Work for Financial Advisers (InvestmentNews)
- Top DC Advisor Team (National Association of Plan Advisors)
- Milwaukee's Best and Brightest Companies to Work For (NABR)
What people say
Personalized support
Engaging workshops
Proactive communication
Expert guidance
Transparent process
Services
Wealth Management
Wealth management services focus on creating personalized financial strategies that align with clients' long-term goals. Our fiduciary advisors develop customized investment portfolios considering risk tolerance, time horizons, and specific objectives. Through ongoing monitoring and quarterly performance reviews, we ensure optimal asset allocation while maintaining transparent communication. The service includes retirement income planning, tax-efficient strategies, and intergenerational wealth transfer solutions.
Retirement Plans
Retirement plan consulting provides comprehensive support for corporate clients managing 401(k), 403(b), and 457 plans. Our fiduciary services include investment policy development, fund menu design, and compliance monitoring. We offer participant education programs, one-on-one advisory sessions, and plan design optimization to enhance employee engagement. Regular benchmarking ensures competitive plan structures while maintaining regulatory compliance through detailed documentation processes.
Financial Wellness
Financial wellness programs deliver targeted education and personalized guidance to improve financial literacy. Through the GuideSteps platform, employees receive customized action plans, debt management strategies, and retirement readiness assessments. Services include emergency savings planning, healthcare cost analysis, and educational workshops in multiple formats. Our bilingual advisors provide flexible scheduling options to accommodate diverse workforce needs while tracking engagement metrics for employers.
People
Manuel Rosado
President/Partner
With over 25 years in financial services, Manuel leads strategic initiatives while maintaining active client relationships. His expertise in retirement plan design has earned industry recognition, including Top 100 CEO awards. He emphasizes fiduciary responsibility and community engagement.
Matthew Demet
Senior Vice President - Business Development/Partner
A certified retirement counselor with 20+ years experience, Matt specializes in plan compliance and fiduciary training. His dual certifications in ERISA and retirement planning inform strategic client solutions while maintaining regulatory expertise.
Jonathan Marshall
Chief Investment Officer/Partner
As CIO, Jonathan oversees investment strategy and portfolio management. With an MBA and extensive asset management experience, he develops customized investment solutions while ensuring alignment with client risk profiles and long-term objectives.
Questions
What services does Spectrum Investment Advisors offer?
We provide wealth management, retirement plan consulting, and financial wellness programs tailored to individual and corporate clients' needs.
Are you fiduciary advisors?
Yes, we act as fiduciaries in all client relationships, prioritizing your best interests through transparent, fee-based advisory services.
How do you handle investment management?
Our discretionary portfolio management combines strategic asset allocation with ongoing monitoring to align investments with your specific goals.
What retirement plan options do you support?
We specialize in 401(k), 403(b), 457 plans, and pension consulting, offering comprehensive fiduciary support and compliance management.
How are your financial advisors compensated?
We use transparent fee-based pricing with no sales commissions, ensuring our recommendations remain aligned with your financial objectives.
