Spectrum Wealth Management becomes a branch of WNY Asset ManagementFebruary 2, 2018
Recently, Spectrum Wealth Management has become a branch office of WNY Asset Management, LLC, creating one of the largest locally owned and independent financial planning firms in Western New York. John Lunghino CPA, MBA will continue to serve as President of Spectrum Wealth Management. The merger has created a firm with 29 employees and over $800 million in assets under management.
The synergies of the firms have created benefits for their clients that will include expanded financial planning services, increased access to investment options, broader resources and greater economies of scale. This also provides a solid foundation for continued long-term growth and the capability to deliver quality planning services to current and future clients.
Date(s) - 02/02/2018
12:00 am - 12:15 am