WHAT WE DO
We learn about what is important to you and provide customized advice to form a relationship that fits your needs.
Financial Planning and Ongoing Advice: You know it's not a part-time job.
You are faced with important financial decisions everyday. We guide you through those decisions with comprehensive planning. We start with the foundation including your Financial Position, Protection Planning, Investment Planning, Tax Planning, Retirement Planning, and Estate Planning. We build on that foundation by helping you make informed decisions that move you toward your goals.
Wealth Accumulation and Investment Management: You know it's about more than managing money.
We have a fiduciary responsibility to act in your best interest. We provide balanced investment management and design portfolios tailored to your goals. While your goals may be based on emotion, your investment decisions should not be. We believe in the power of managing risk through diversification and being strategically opportunistic.
Settling an Estate: You have a responsibility.
Your loved one placed great confidence in you and now you are faced with carrying out his or her wishes. We know this is a difficult and emotional time. Taking care of all the details can be overwhelming. We provide highly customized advice to assist with estate settlement, and provide trust administration advice for trustees and executors, helping you fulfill your obligation in administering the estate or trust. We coordinate and communicate with beneficiaries, attorneys, accountants, property managers, investment advisors, insurance agents, and the like, to ensure a smooth transition and to make your life easier.
Your time is valuable.
Our most comprehensive service model is designed around your schedule and your needs. We take the lead on organizing your financial life, facilitating and managing financial transactions, and coordinating your team of advisors. This service model includes Real Estate Consultation, helping you develop a strategy for your home and investment properties. We work with you on property selection, finance structuring, tax considerations, cap rate/cash-on-cash analysis, and leverage optimization.
If you only knew then what you know now.
We know that your financial goals span generations. You want to make sure that your children are on track for financial success and that your parents are financially secure. We are happy to meet with your parents and children for a "financial check up" to give you peace of mind.
You're busy doing what you do best.
We provide guidance for business owners, including tax planning, entity selection, payroll services, planning for executive benefits, key employees, and succession.
WHO WE ARE
We created Bamboo Wealth Strategies to help our clients. It’s as simple as that. Through our years of experience we’ve met with many different people who had different needs, but there is one thing they all shared.
They wanted help making confident financial decisions.
That’s what we do, without compromise.
Meet our Operations Manager
At Bamboo Wealth Strategies
we don’t try to be everything to everyone.
A high level of trust and engagement is needed for a successful relationship.
It’s important to you, and it’s important to us, that we are a good fit for each other.
Our clients are good at what they do.
They are focused on personal
and professional growth.
They have interests in addition to
career and family.
They have connections to their community and to the world beyond.
They believe in giving back.
Their time is important
and they value professional advice.
Our clients understand that our relationship is about more than finances.
It’s about their quality of life.
Bamboo Wealth Strategies
3131 Camino Del Rio North | Suite # 1000
San Diego, CA 92108
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Spectrum Planning & Advisory Services Inc. d/b/a Bamboo Wealth Strategies (the "Advisor") is a Registered Investment Advisor ("RIA").
The Advisor provides investment management and financial planning services for clients nationally. Advisor will register and maintain all applicable licenses as required by the various states in which the Advisor conducts business, as applicable. The Advisor renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.
This web site is intended to provide general information about the Advisor. It is not intended to offer investment advice. Information regarding investment products and services are provided solely to read about our investment philosophy, our strategies and to be able to contact us for further information.
Market data, articles and other content on this web site are based on generally available information and are believed to be reliable. The Advisor does not guarantee the accuracy of the information contained in this web site. The information is of a general nature and should not be construed as investment advice.
The Advisor will provide all prospective clients with a copy of our current Form ADV, Part 2A ("Disclosure Brochure") and Part 2B (“Brochure Supplement”) for each advisory person supporting a particular client. The Disclosure Brochure and Brochure Supplement are updated at least annually and available upon request.
You may also obtain a copy on the SEC website at http://adviserinfo.sec.gov.
The Advisor may utilize third-party websites that include social media websites, blogs and other interactive content. The Advisor considers all interactions with clients, prospective clients, and the general public on these sites to be advertisements under the securities regulations. As such, the Advisor may retain a copy of information that Advisor or third-parties may contribute to such sites. This information is subject to review and inspection by the CCO of the Advisor and applicable regulators.
Information provided on these sites is for informational and/or educational purposes only and is not, in any way, to be considered investment advice nor a recommendation of any investment product. Advice may only be provided by the Advisor’s advisory persons after entering into an advisory or planning agreement and provided the Advisor with all requested information about your background.
If you have any questions regarding these disclosures, please Contact Us.