IMPORTANT MESSAGE FOR TUESDAY
3/21/2023: Please communicate with anyone in our
office by email today as our office telephone system is undergoing
an unexpected repair. Sorry for the inconvenience.If you need an
immediate call back ... you can call 949-280-7959.
Please leave a message of who you want to call you back and your
phone number and Gary will relay your message. Please do not leave
any trade information as part of you message. Below is a reminder of
our email addresses:
ADVISOR MANAGED PORTFOLIOS
We are pleased to offer our clients Advisor Managed
Portfolios based upon each client's specific risk tolerance.
OUR QUARTERLY NEWSLETTER
Improve your wealth IQ simply by reviewing SPM's latest newsletter articles related to managing your
wealth.
FINANCIAL GOAL PLANNING
SPM offers the latest technology Financial Goal Planning Services where you are actively involved
throughout the process.