Bluemound Asset Management, LLC, is a fee-based Registered Investment Advisor headquartered and registered in Wisconsin. The firm was founded and is managed by Kirk Spano. Mr. Spano provides institutional style investment managment and prudent financial planning for all of his clients, regardless of account size. 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.Mr. Spano and his team and offer:Family Wealth ManagementRetirement Plan (401k, 403b, TSA...) Management & IRA RolloversIndividual Retirement Accounts (IRA) & Roth IRATax Managed Retirement Income & Distribution StrategiesSEP IRA, SIMPLE IRA and Solo 401k for Small Business401k Design, Implementation & Ongoing Advisory Services for BusinessEstate Planning & Charitable Giving PlansHealth, 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. |
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"Look at market fluctuations as your friend rather than your enemy; profit from folly rather than participate in it."
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"I will tell you how to become rich. Close the doors. Be fearful when others are greedy. Be greedy when others are fearful."
Investment Advisory services offered through Bluemound Asset Management, LLC. a Registered Investment Advisor in Wisconsin. Securities offered through H. Beck, Inc. Member FINRA & SIPC. Bluemound Asset Management, LLC and H. Beck are separate and unrelated companies. This site has been published for residents of: Wisconsin and Arizona only. All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security.
Kirk Spano, 500 Elm Grove Road, Suite 200, Elm Grove, WI 53122 Telephone: 414-617-MONY
Serving throughout Wisconsin, including, but not limited to: Milwaukee, Wauwatosa, Brookfield, West Allis, Madison, Sun Prairie, Watertown, Appleton, Green Bay, De Pere, Oshkosh, Fon Du Lac, Sheboygan, Neenah, Manitiwoc, West Bend, La Crosse, Eau Claire, Superior, Wausau, Stevens Point, Waukesha, Menomonee Falls, Germantown, Mequon, Cedarburg, Grafton, Whitefish Bay, Fox Point, Bayside, Shorewood, Glendale, Elm Grove, Brown Deer, Kenosha, Racine, Mount Pleasant, Caledonia, Bay View, Mukwonago, Burlington, East Troy, Waterford, Lake Geneva, Janesville, Beloit, South Milwaukee, Cudahy, Franklin, Oak Creek, New Berlin, Greenfield, Big Bend, Vernon, Muskego...and Arizona for securities only: Phoenix, Mesa, Glendale, Chandler, Scottsdale, Gilbert, Tempe, Peoria, Yuma, Suprise, Sun City, Avondale, Goodyear, Litchtfield Park, Lake Havasu City, Maricopa, Casa Grande, Prescott, Flaggstaff, Tucson...
