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Press Release
Spectrum Advisors, Inc. Selected as One of The Leading Wealth Managers of Texas
Addison, TX, May 22, 2009: Spectrum Advisors, Inc., a leading provider of comprehensive wealth management and financial planning services, today announced that it has been selected by Goldline Research as one of the leading Wealth Managers of Texas for 2009. The list of leading Wealth Managers of Texas is scheduled to be published in the June 8th issue of Forbes.
"Mike Reppert and I are proud of our selection by Goldline Research as one of the leading Wealth Managers of Texas for 2009," stated Don Goerner, Managing Partner. "It is reaffirming of the emphasis we place on serving and caring for our clients."
"Those selected provide extensive client service that exceeds the industry standard," said George Shaeffer, Analyst, Goldline Research. "We believe that they are setting the benchmarks for the industry as a whole."
This research study was completed by Goldline in April 2009. Goldline identified more than 1,300 SEC registered investment advisors and more than 3,800 individuals holding the Certified Financial Planner (CFP®) designation in the region.
About Spectrum Advisors, Inc.
First established in 1982, Spectrum has operated with a consistent philosophy to build long term relationships with people as we help them with the management of their wealth. By advising them with integrity and serving them with their best interests in mind, we have developed a loyal clientele. After 27 years, our mission remains the same, "To help Clients Create, Protect and Preserve Wealth with a Caring, Competent and Creative Team."
Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/ SIPC; 18 Corporate Woods Blvd., Albany, NY 12211
Investment Advisory Services offered through Spectrum Advisors, Inc., 15301 Spectrum Dr., Suite 115, Addison, TX 75001.
Spectrum Advisors is not an affiliate or subsidiary of Purshe Kaplan Sterling Investments
About Goldline Research
Goldline Research (www.goldlineresearch.com) is an independent market research firm that specializes in evaluating professional services providers to help consumers identify and select leading services firms. Goldline Research's proprietary research process includes market analysis, individual company interviews and, in many industries, interviews with consumers of those services to gain feedback on market conditions and provider service levels. Goldline Research's lists have been published in leading publications including local, regional and national magazines.
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