Kirk Spano manages a fee based investment management and financial planning practice serving individuals, families, non-profit organizations and small to medium sized businesses in Wisconsin and Arizona. He strives to provide institutional style investment managment that exceeds the quality of the typical packaged approaches found throughout the retail financial industry.  Kirk conforms to the best practices found within the financial and investment industries, including being a fee based advisor. 

Central among Mr. Spano's tenets is to build a margin of safety into every investment decision. His strongest influences in finance are the world's greatest investors, not the sales driven financial industry. Kirk builds long-term trusting client relationships with people who are serious about improving their financial results and obtaining the benefits that come from a patient, sophisticated and well informed approach to investing, financial planning, retirement planning, estate planning and business benefits. 

Kirk's mission is to help you overcome your financial fears and obstacles, avoid significant setbacks and take advantage of opportunities that others miss.  Kirk and his team want to help you reach the greatest levels of financial freedom and inner peace possible by providing ethical, creative client based solutions, so that you can pursue more of your dreams.

Click here to read Kirk's welcome message.

Click to read Kirk's monthly letters to clients.

Mr. Spano and his team and offer:

• Fee-based Investment Management

• Financial Planning

• Family Wealth Management

• Socially Responsible Investing (SRI)

• Retirement Plan (401k, 403b, TSA...) Management & IRA Rollovers

• Individual Retirement Accounts (IRA) & Roth IRA

• Tax Managed Retirement Income & Distribution Strategies

• SEP IRA, SIMPLE IRA and Solo 401k for Small Business

• 401k Design, Implementation & Ongoing Advisory Services for Business

• Estate Planning & Charitable Giving Plans

• Health, Medigap, Disability, Long-term Care & Life Insurance

Contact Kirk Spano to get a free second opinion of your current investment portfolio and financial planning, and to find out how you might be able to improve your situation and benefit from working with Mr. Spano and his team.