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LILY

CLIENT
PORTAL

Clients of Lily Wealth Management can access their accounts, download and upload forms, and request account changes from this portal.

info@lilywm.com

(805) 994-9557

 

©2025 - Lily Wealth Mangement

All rights reserved.

Advisory services offered through Truvestments Capital LLC. Lily Wealth Management is a DBA of Truvestments Capital LLC. Truvestments Capital LLC is a Registered Investment Adviser. This website is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Truvestments Capital LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Truvestments Capital LLC unless a client service agreement is in place. Additional disclaimers here: lilywealthmanagement.com/disclaimers

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