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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.