Mechanicsburg, PA Office

Bamboo Wealth Strategies (Spectrum Planning & Advisory Services Inc., d/b/a Bamboo Wealth Strategies and Better Planning) provides discretionary investment management and financial planning to individuals, high net worth clients, businesses, trusts, estates, charitable organizations and retirement plans. Services include customized portfolio construction and ongoing supervision as well as one‑time or ongoing financial planning engagements and retirement plan advisory services.

The firm typically pursues a long‑term, client‑specific approach, building diversified portfolios centered on low‑cost ETFs and individual bonds (with allocations that may include precious metals and commodity ETFs and select sector or niche exposures) and monitoring accounts through regular client contact. Bamboo Wealth offers both fixed‑scope and ongoing planning (with client access to interactive planning tools) and will implement discretionary trading and rebalancing to align portfolios with stated goals and risk tolerance.

Compared with many peers, Bamboo Wealth has several affiliated businesses and service lines that are disclosed and available to clients: an affiliated bookkeeping/accounting and consulting business, an affiliated SEC‑registered investment adviser, and principals who are licensed to transact in real estate and insurance products. The firm also provides ERISA 3(38) retirement plan fiduciary services; these affiliations and additional service capabilities are disclosed in its brochure and the firm notes clients are not required to engage affiliated providers.