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Integrated Wealth Management
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At SPM, adherence to our core principles is a non-negotiable, value added benefit to you in delivering a superior level of service!


Principle 1: Integrity - to offer and provide professional services with integrity.

Principle 2: Objectivity - to be objective in providing professional services to clients.

Principle 3: Competence - to provide services to clients competently and maintain the necessary knowledge and skill to continue to do so in those areas in which the advisor is engaged.

Principle 4: Fairness - to perform professional services in a manner that is fair and reasonable to clients, principals, partners, and employers. And shall disclose conflict(s) of interest(s) in providing such services.

Principle 5: Confidentiality - to not disclose any confidential client information without the specific consent of the client unless in response to proper legal requests.

Principle 6: Professionalism - to conduct ethically in all matters which shall reflect credit upon the profession.

Principle 7: Diligence - to act diligently in providing professional services. Diligence is the provision of quality services in a prompt and thorough manner.