Investment Management in Berwyn, PA

Our wealth management advisors can provide clients with access to any tradable investment available on any US exchange.

Spectrum Financial Group’s financial wealth advisors specialize in helping our clients achieve a safer passage into retirement through income-generating investment strategies. Not only that, but our wealth management advisors also provide our clients with access to any tradable investment available on any US exchange. Any security, even foreign, can be bought for clients if they are listed on the New York Stock Exchange.

Our Wide Range of Investment Management Services, Include:

  • Asset Allocation
  • Wealth Planning
  • Fixed Income Portfolio Management
  • Investment Portfolio Management
  • Retirement Wealth Management

Investment Advisory Services are offered by the investment management firm, Ellis Investment Partners, LLC, a Registered Investment Advisor. Visit Ellis Investment Partners, LLC., to learn more.


In June 2019, the Securities and Exchange Commission adopted Form CRS and new rules, as well as amendments to its forms and rules, under both the Investment Advisers Act of 1940 and the Securities Exchange Act of 1934.

Form CRS and its related rules require SEC-registered investment advisers and SEC-registered broker-dealers to deliver to retail investors a brief customer or client relationship summary that provides information about the firm. Firms must file their relationship summaries with the Commission.

Click below to view the Ellis Investment Partners, LLC Form CRS

View Form CRS

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More Services

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Social Security Maximization

Receive a personal Social Security strategy based on your financial situation.

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Tax Planning Services

When a financial plan is structured with tax planning in mind, the result is minimized taxes allowing for more preserved wealth.

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Estate Planning

Estate planning can help ensure your assets will be there for those you love after you are gone and is one of the most loving things you can do for your family.

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Certified Financial Advisor

We help our clients create a comprehensive financial plan that will help them achieve their goals.

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Rollover IRA

Our advisors can give you guidance on IRA’s whether it is opening, investing or managing what you already have.

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2022 Medicare Supplement Plans

Medicare can be confusing with so many moving parts. Let us help you make sense of it and simplify the process.