WEALTH MANAGERS
Spectrum Management Group
Integrated Analysis and Advice Built on Experience
Unique capabilities in the art and science of wealth management
Unparalleled service featuring a responsive single point of contact within a unique team approach for all wealth management needs
Spectrum Management Group An Affiliate of Carson Wealth
600 East 96th Street, Suite 130 • Indianapolis, IN 46240
Phone: 317-663-5600
www.carsonwealth.com • @carsonwealth
Bob Phillips and Leslie Thompson are the managing directors of Spectrum Management Group, an affiliated advisor of Carson Wealth. Drawing from many years of experience as Certified Public Accountants, they founded Spectrum based on the desire to build a firm that provides integrated analysis and advice for all aspects of a client’s financial life. With over 25 years of experience, their goal is to serve as true experts and advocates for their clients — seeing things from their perspective and making sure the decisions made on their behalf benefit them and their families. Elite media outlets call on Bob and Leslie for their knowledge and perspective. They have appeared on Fox Business and CNBC and are frequently quoted in Money magazine, U.S. News & World Report, THE WALL STREET JOURNAL, Kiplinger and Financial Planning magazine, among others.
Our financial advisors are creative problem-solvers who allow you to live life by design — not by default. We focus our eff orts on finding solutions to complex financial issues. Our expertise in wealth planning and investment management is complemented by deep knowledge of our clients’ background and circumstances. Additionally, we have a specific way of looking at the world of investing. We are acutely aware that it can take a lifetime to accumulate wealth but only a short period of time to destroy it. To that end, we integrate all aspects of wealth management to provide focused advice that simplifies your decisions and your life.
Spectrum Management Group, LLC is an affiliated advisor with CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.
Wealth Manager Award Winner
The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed. 1,659 Indianapolis-area wealth managers were considered for the award; 153 (9% of candidates) were named 2019 Five Star Wealth Managers. 2018: 1,588 considered, 149 winners; 2017: 1,164 considered, 182 winners; 2016: 1,083 considered, 332 winners; 2015: 1,743 considered, 348 winners; 2014: 2,009 considered, 360 winners; 2013: 1,624 considered, 413 winners; 2012: 1,375 considered, 387 winners.
