Bluemound Asset Management, LLC is a fee-only Registered Investment Advisor located in Greater Milwaukee, Wisconsin founded by nationally published financial expert Kirk Spano.
Bluemound offers access to high quality financial planning, investment management, portfolio consulting and retirement services to those who care about their financial well being.
At the core of every relationship is one simple goal:
To help each person, family and business we work with achieve the highest levels of financial freedom possible.
If you are looking for a great relationship with a trusted advisor who can help you reach the levels you are seeking, please read our Mission Statement.
Free Portfolio Review
Take advantage of a free review of your investments with nationally published investment professional Kirk Spano. He will help you analyze the risk you are really taking, discuss whether your asset allocation is taking advantage of the available opportunities and how your portfolio fits in with your goals. Click here to contact Kirk directly.
Our Services
Financial Planning
Follow a path towards financial freedom that leads to your dreams becoming a reality. A simple "two column" financial plan can make your journey easier and more successful.
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Investment Management
Discretionary investment management services built upon a foundation of safety first, driven opportunistically and designed to increase your level of personal freedom.
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401(k) Asset Allocation Consulting
401(k) and retirement plans at work are a core piece of your retirement plan. Building an asset allocation that works with your long term financial goals is essential to a secure retirement. We can help.
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Retirement Income Solutions
Retirement income solutions are a vital component of any investment and financial plan. Bluemound is a pioneer in making certain that your money lasts and that you can live the lifestyle you want in retirement.
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Risk Management and Insurance
At the foundation of any financial plan is risk management. Insuring you from the dangers that can destroy your portfolio, your dreams and your family's lifestyle is paramount to living the way that you want for yourself and those you love.
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Annuity Rescue
Too many annuity products carry high expenses and low rates of return. Bluemound Asset Management's "Annuity Rescue" Service offers ways to improve virtually any annuity situation.
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Pension Maximization
Pension recipients must consider a host of factors when choosing income options from their pension, including the strength of the pension fund. Find out how to insure that both your income and financial security are maximized.
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Self-managed Portfolio Consulting
Many people have self-managed investment accounts which they enjoy handling and are good at, however, would like some guidance and ability to review with a financial professional. Kirk Spano, a nationally published financial advisor offers a low cost consultation service for investors.
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Accredited Investors
Vital information about Bluemound's Manager of Managers Program for Accredited Investors. Qualifications required.
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Small Business Benefits
Small businesses have special needs in order to remain successful. Kirk Spano, as an owner of small businesses, is able to help other business owners and managers through the maze of decisions required to survive and thrive.
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401(k) Sponsor Consulting & Design
Businesses face new liabilities with 401k plans due to the Pension Protection Act. Bluemound offers a comprehensive review service and advice on how to design a 401k more efficiently in order to reduce sponsor liability and improve plan performance.
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Estate Planning
Estate Planning is not just for complex situations or the very wealthy. Any person or couple with six figures of net worth ought to take a second look at how an estate plan can help you protect the legacy you have worked hard for in your life.
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Socially Responsible Investing
SRI is a broad-based approach to investing that now encompasses an estimated $2.71 trillion out of $25.1 trillion in the U.S. Bluemound is a local leader in identifying socially responsible investment opportunities.
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Dreamers and Future Millionaires
At the heart of every financial success is a willingness to work hard, envision the future, build a plan and execute that plan.
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Our Trusted Partners
Bluemound Asset Management, LLC does not hold client assets. All accounts are held with a trusted third party SIPC covered and fully audited custodian. Our core custodian for brokerage accounts is BrokersXpress, a Charles Schwab company.
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Jefferson National is a trusted partner in our Annuity Rescue program. If you have a variable annuity that is no longer being managed or is not performing, or have a fixed annuity that has a low interest rate, this might be your solution.
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Nuveen Investments offers important access to income producing investment strategies. These strategies give our clients important balance in a turbulent investment world.
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Elements provides important access to commodity and currency exposure via a unique suite of products. Included are products designed and advised by legendary investor Jim Rogers.
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Market Vectors ETFs offer exposure to various asset classes that are important in the global economy. Using these low cost exchange traded funds helps build efficient investment portfolio asset allocations.
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As we approach the final innings of the secular bear market and transition to the next long-term bull market, alternative investments play an increasingly important role in keeping portfolios stable while offering upside. Altegris Mutual Funds offer important strategies for today's investment climate.
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