Insights

Growth through merger Recent merger with Longwave Financial expands client base and potential cross-sell opportunities for retirement, investment, and insurance planning services.

Integrated planning Sister companies cover long-term care, life insurance, and mortgage integration, enabling a holistic financial advisory offering suitable for cross-selling to existing and new clients.

Mid-market focus Revenue in the multi-million range with a small internal team suggests a strong partner to scale with higher-touch advisory services for individuals, families, and small businesses.

Tech enabled Technology stack includes Wix, WordPress, cloud services, and security tooling, presenting opportunities to optimize client onboarding, digital engagement, and reporting for growth.

Puget Sound expansion New leadership and personnel shifts from the merger indicate a regional expansion focus; target Puget Sound-area prospects with bundled retirement, investment, and insurance solutions.

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The Spectrum Planning Group Tech Stack

The Spectrum Planning Group uses 8 technology products and services including Wix, WordPress, Wix eCommerce, and more. Explore The Spectrum Planning Group's tech stack below.

Wix
Content Management System
WordPress
Content Management System
Wix eCommerce
E-commerce
Google Cloud
Infrastructure As A Service
Sentry
Issue Trackers
React
Javascript Frameworks
reCAPTCHA
Security
HTTP/3
Web & Portal Technology

Media & News

Longwave Financial, LLC merges with The Spectrum Planning Group in Washington in Jan '26, strengthening Longwave Financial, LLC's growing presence in the state.
Chaney joined Longwave through its January 2026 merger with Spectrum and has spent his career serving families and business owners across the Puget Sound region.
Jul 27, 2026 | www.prweb.com

The Spectrum Planning Group's Email Address Formats

The Spectrum Planning Group uses at least 1 email format:

The Spectrum Planning Group Email Formats	Example	Percentage
FLast@spectrumplanninggroup.com	JDoe@spectrumplanninggroup.com	100%

Frequently Asked Questions

What is The Spectrum Planning Group's phone number?

You can contact The Spectrum Planning Group's main corporate office by phone at

+1-314-822-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is The Spectrum Planning Group's official website and social media links?

The Spectrum Planning Group's official website is spectrumplanninggroup.com and has social profiles on LinkedIn.

How much revenue does The Spectrum Planning Group generate?

As of October 2026, The Spectrum Planning Group's annual revenue is estimated to be $10M - $25M.

What is The Spectrum Planning Group's NAICS code?

The Spectrum Planning Group's NAICS code is 52 - Finance and Insurance.

How many employees does The Spectrum Planning Group have currently?

As of October 2026, The Spectrum Planning Group has approximately 10 employees across 1 continents, including North America. Key team members include Vp Operations: H. P., Senior Strategist: D. M. and Financial Services Coordinator: M. P. Explore The Spectrum Planning Group's employee directory with LeadIQ.

What industry does The Spectrum Planning Group belong to?

The Spectrum Planning Group operates in the Financial Services industry.

What technology does The Spectrum Planning Group use?

The Spectrum Planning Group's tech stack includes Wix, WordPress, Wix eCommerce, Google Cloud, Sentry, React, reCAPTCHA and HTTP/3.

What is The Spectrum Planning Group's email format?

The Spectrum Planning Group's email format typically follows the pattern of FLast@spectrumplanninggroup.com. Find more The Spectrum Planning Group email formats with LeadIQ.

When was The Spectrum Planning Group founded?

The Spectrum Planning Group was founded in 1994.

The Spectrum Planning Group

Q: How many employees does The Spectrum Planning Group have currently?

The Spectrum Planning Group has approximately 10 employees.

Q: What technology does The Spectrum Planning Group use?

The Spectrum Planning Group's tech stack includes Google Cloud, X-Content-Type-Options, Store Vantage, RequireJS, YouTube.

Q: What is The Spectrum Planning Group's NAICS code?

The Spectrum Planning Group's NAICS code is 52 (Finance and Insurance).

Financial ServicesFlorida, United States2-10 Employees

The Spectrum Planning Group is a small financial planning practice based in Boca Raton, Florida, offering retirement planning and investment advisory services. It serves individuals, families, and small businesses, helping them address long-term financial goals and wealth management needs. The firm works alongside related units focused on insurance planning, covering long-term care and life insurance, and mortgage integration within overall financial strategy.

Its services combine retirement, investments, insurance considerations, and mortgage planning to inform clients' financial decisions. The client base comprises individuals, families, and small business owners seeking structured guidance within the financial services industry. Additional information about the firm is available on its website, spectrumplanninggroup.com.