Who We Are
About Us
[ How We Do It ]
About Spectra Wealth Management
At Spectra Wealth Management, we believe true financial guidance extends beyond numbers—it’s about people, families, and the values that matter most. Built on a foundation of honesty, integrity, and trust, our mission is to help clients approach their investments with clarity and confidence.
We chose the name Spectra because it reflects the many dimensions of an investment journey—from building portfolios and managing risk to preserving wealth for future generations. Just as a prism reveals the brilliance within light, we aim to illuminate the path toward financial security, freedom, and opportunity for every client we serve.
With decades of combined experience and partnerships with leading custodians and platforms, our team delivers personalized investment strategies, tailored insights, and the highest level of professional care. Whether you’re growing family wealth, preparing for retirement, or navigating market complexities, we are here to be your trusted partner every step of the way.
Our Mission & Values
SERVICE
We believe wealth management is about more than investments — it’s about serving people and families through every stage of life with thoughtful guidance, personal care, and long-term partnership.
TRANSPARENCY
Trust is built through honesty, clear communication, and straightforward advice. We are committed to helping clients make informed decisions with confidence and peace of mind.
Education
We believe informed clients make better decisions. That’s why we take time to educate and guide clients through investment strategies, retirement planning concepts, risk management, tax-efficient approaches, and the financial decisions that shape their future.
STEWARD
We view our role as stewards of the trust our clients place in us — helping protect, manage, and guide their financial lives with wisdom, discipline, and care for future generations.
INTEGRITY
Integrity is the foundation of everything we do. Every recommendation and every relationship is guided by professionalism, accountability, and a commitment to always doing what is in our clients’ best interest.
Meet Our Team
Brandon Booth
Managing Partner, Spectra Wealth Management; Investment Adviser Representative, TruAdvisors Financial, LLC
spectrastaff@assetconservation.com
Brandon Booth is a financial professional with a unique approach in assisting individuals. Brandon knows that retirement should include much more than just a financial strategy. It is just as important, if not more to have a Life Plan. His detailed conversations that address all aspects of life planning have provided his clientele with more of a peace-of-mind approach that is often overlooked by the majority of other financial professionals in the industry.
Brandon was born and raised in Fort Worth, Texas. As a truly gifted and revered football player with scholarships to the University of Texas and the Air Force Academy, he had planned to continue his passions as a full-time career. After several surgeries and three universities, it was clear the Lord had a much bigger plan for him. Upon graduating from the University of North Texas, he felt a calling to help others. Throughout his sports background, he has always been a natural-born leader. He decided to come work for SPECTRA Financial Group of Companies in 2005 for the marketing department. In 2009, he obtained his insurance license and became a marketing manager, helping coach other insurance agents and financial planners around the nation. Still wanting to help others in a more direct way, Brandon began working more with clients, focusing solely on client services and case management in 2013, and soon became partner in 2015.
He is a member of the National Association of Insurance and Financial Advisors and has served multiple terms on the board of the local association (NAIFA-Fort Worth). He is a member of the Fellowship of the Parks in Keller and enjoys working with several non-profit organizations such as CASA of Tarrant County, Lighthouse for the Blind, and Children’s Charities of Fort Worth. Brandon has been married to his wife, Kristen. Together, they have two beautiful children, Aubrey and Braxton.
Christopher Roberts, MBA
Managing Partner, Spectra Wealth Management; Investment Adviser Representative, TruAdvisors Financial, LLC
spectrastaff@assetconservation.com
Christopher Roberts partners closely with clients to design, implement, and maintain thoughtful retirement income and legacy strategies.
While earning his MBA at Texas Tech University, Chris discovered his passion for finance and client advocacy, launching his career in advisor training and portfolio construction in 2001. Over the past two decades, he has worked extensively behind the scenes supporting advisors and analyzing complex financial strategies, giving him a deep understanding of how strong planning frameworks translate into real-world confidence for clients.
Today, Chris is energized by the opportunity to work more directly with individuals and families—guiding them through key financial decisions, helping them navigate change, and ensuring their plans remain aligned with both their long-term goals and evolving life circumstances. He believes successful advising is built on clarity, trust, and consistency, and he takes pride in helping clients feel informed, secure, and supported at every stage of their financial journey.
Chris has been happily married for more than 20 years, and he and his wife are proud parents to one son who still enjoys spending time with family. Outside of work, Chris values time outdoors, collecting sports memorabilia and vintage records, cheering on all DFW teams and Texas Tech athletics, and gathering around great meals and backyard BBQs with friends and family.
For Chris, family is at the center of everything he does—and that same commitment carries through to the care and attention he brings to every client relationship.
Kinsey Bayerl
Director of Client Relations
spectrastaff@assetconservation.com
Louisiana born and Texas raised, Kinsey brings warmth, humor, and heart to every client relationship at Spectra Wealth Management. As Director of Client Relations, Kinsey helps support the client service experience and assists clients with administrative needs throughout their relationship with the firm. Outside of work, Kinsey stays busy with her husband, Hunter, their young son Beau, two dogs, and a cat — though she’s always ready to add more animals to the family. Known for her love of punny jokes and genuine connection, she strives to make every interaction both helpful and memorable.
Jaylee Clark
Insurance & Client Services Coordinator
spectrastaff@assetconservation.com
Texas Woman’s University graduate, Jaylee is dedicated to creating a welcoming and positive experience for every client at Spectra Wealth Management. As Insurance & Client Services Coordinator, she finds joy in helping people and making clients feel cared for from the moment they walk through the door. Outside the office, Jaylee enjoys spending time with her boyfriend Justin and her dog Charlie. An animal lover and people person at heart, she brings kindness, compassion, and enthusiasm to everything she does.
