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My office is conveniently located just west of Milwaukee, Wisconsin in Elm Grove, though I frequently work from other locations, including from my home in Muskego; downtown Milwaukee; Madison, Wisconsin and around Phoenix, Arizona during portions of the winter. If you are near any of these places, it is very easy to meet with me. I would greatly value a chance to review your financial planning and investments with you and give you another opinion of your financial plan, retirement accounts and/or investment portfolio. I believe you will greatly value that review as well. I am currently offering to meet for one hour, for free, with anybody who is serious about making their money work for them better. Kirk Spano13500 W. Watertown Plank Road, Suite 202, Elm Grove, WI 53122 Telephone: 414-617-6669Fax: 262-784-2996Kirk (at) BluemoundAssetManagement.com
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Bluemound Asset Management, LLC is a Wisconsin Registered Investment Advisor offering various fee-only services for financial planning, investment management, portfolio consulting, stock and option strategy, fixed income investing, pension income planning, 401k design for employers & 401k asset allocation for employees.
Wisquote Insurance Services, LLC is an Independent Insurance Agency and Brokerage offering life insurance, health insurance, long term care insurance, medicare supplements, medicare advantage plans and disability insurance.
All information herein has been prepared solely for informational purposes and the basis for further discussion or consideration. This site does not construe and is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or insurance plan.
We offer no legal or accounting advice.
Kirk Spano, 13500 Watertown Plank, Suite 202, Elm Grove, WI 53122 Telephone: 414-617-6669
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...
