Spectrum Planning & Advisory Services Inc. d/b/a Bamboo Wealth Strategies (the "Advisor") is a Registered Investment Advisor ("RIA"), in the state of California.
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.