top of page
YuHZTqrBSYGa56EtxLqY_Welcome to Spectrum

Our services are tailored to your needs. 

​

That means we want to focus most on what financial concerns keep you up at night, and what financial goals are most important to you.

Retirement Planning

Would you like to know if you are on track for the retirement you always imagined?

Tax

Planning

Wouldn’t you like to pay only what you truly owe and have the opportunity to preserve your income?

Asset

Protection

Do you want to protect the value of your business that you worked hard to build and grow?

Wealth Management

Are you weary of the stock market, but not willing to accept the paltry returns that “safe” investments offer?

Our Mission

At Spectrum Wealth Management, helping you achieve your goals is our focus. Our dedication, deep-rooted financial knowledge and experience make us the trusted advisor for our clients.

 

We provide a high level of care and personal attention to all of our clients. We help our clients imagine, plan and succeed. It’s our motto and our mission.

Don Goerner Named Five Star Wealth Manager

CONTACT US

PLAN TO SUCCEED

SM

Thanks for submitting!

Contact Information

Phone: (972) 619-9667
don@spectrumwealthmgmt.com

  • Facebook
  • LinkedIn

9111 Cypress Waters Blvd Suite 140
Dallas, TX 75019

Advisory services through Coppell Asset Advisory, LLC dba Fusion Capital Management, an SEC registered investment advisor, transacting business in states where it is registered or excluded or exempted from registration. SEC registration does not constitute an endorsement by the Commission and does not speak to advisors skill or ability. All investment strategies have the potential for profit or loss. For more information, click to visit the full disclosure site.

​

Securities offered through Purshe Kaplan Sterling Investments, member FINRA/SIPC, Headquartered at 80 State Street, Albany, NY, 12207.

​

Purshe Kaplan Sterling Investments and Fusion Capital Management are not affiliated companies. Third-party rankings and recognition from rating services and publications do not guarantee future investment success. Working with a highly-rated adviser also does not ensure that a client or prospect will experience a higher level of performance. These ratings should not be viewed as an endorsement of the adviser by any client and do not represent any specific client’s evaluation. Generally, ratings, rankings and recognition are based on information provided by the adviser. Please contact the adviser for more information regarding how these rankings and ratings were formulated.

© 2021 Fusion Capital Management

bottom of page