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Aaron Young

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credentials

contact

+1(262) 456-3535
aaron@spectrum-wa.com

10411 Corporate Drive

Suite 202

Pleasant Prairie WI 53158

bio

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Aaron Young, CPA, is a financial planner and tax specialist at Spectrum Advisors. He earned a dual bachelors degree in Finance and Accounting from Northern Michigan University in 2007 and immediately begin working in the financial services industry. Since then Aaron has obtained his CPA license, allowing him to broaden his knowledge base and provide a more in-depth insight to the table. The blend of financial and tax knowledge gives him a unique perspective and makes him a valuable asset to his clients. When Aaron is not in the office you can find him playing rugby, golfing or skiing. He is a member of the Milwaukee Barbarians Rugby Football Club and coach of the Kenosha Vultures.

q & a

What characteristics do your favorite clients share?

My favorite clients are the clients who have a willingness to continually improve their tax, financial and retirement outlook.

Why should a client hire you?

We help our clients achieve a work-optional lifestyle by developing a plan that will evolve as their life unfolds.

education

Northern Michigan University

Bachelor of Finance and Accounting

2007

experience

Spectrum Wealth Advisors

Investment and Tax Advisor
Pleasant Prairie, WI

09/2014 - present

business info

Thumb spectrum logo

Spectrum Wealth Advisors

Grow, Protect, Pass on

www.spectrum-wa.com

Established 2014

Spectrum Wealth Advisors is a full service tax andwealth management firm formed in 2014 by Jamie and Aaron Young, a father and son duo with over 35 years of combined experience in financial planning. Spectrum was formed with the mission to help our clients grow, protect, and pass on their wealth. To do this, we provide services that cover the whole spectrum of wealth management needs, including investment, tax, insurance, and estate planning.

hours of operation

Sunday closed
Monday 09:00 AM - 05:00 PM
Tuesday 09:00 AM - 05:00 PM
Wednesday 09:00 AM - 05:00 PM
Thursday 09:00 AM - 05:00 PM
Friday 09:00 AM - 05:00 PM
Saturday closed

travel

I travel to my clients
My clients travel to me
I meet with clients over the phone or internet

services

Tax Services

Individual & joint tax preparation
Partnership or corporation tax preparation
Individual & joint filing audit defense

Accounting Services

Preparation of financial statements

Financial Services

Stocks or bond investments
Real estate investments
Tax & estate planning
Retirement planning
Annuities
Insurance investments

fee structure

Fee-based investments
Commission-based investments

Typical Client Assets

Up to $100K
$100K to 500K
$500K or over


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