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“Rule No. 1 : Never lose money. Rule No. 2 : Never forget Rule No. 1.” - Warren Buffett

Wealth Preservation and Managing Risk for our clients is our business.
We value our independence and are made stronger by our partnerships that allow us to do what is right for our clients.

Each of our investors’ portfolios are tailor-made for their unique
investment needs and goals. Working jointly and ongoing with our clients and their families on the investment selection, allocation,
risk management and family financial planning.

SPS partners have a combined seventy plus years’ experience working with families and individuals, helping them reach their financial goals and dreams.