A Better Way…
According to Warren Buffett, the top 2 investing rules are…
Rule No.: Never lose money.
Rule No.: Never forget rule No. .
What we can take from those rules is that the most important aspect of financial planning is having an investment approach that protects you from large losses and still gives you an opportunity to make money over the long-term. Very few people actually have that.
My name is Kirk Spano and I founded Bluemound Asset Management, LLC in 2010 as a response to what I saw the financial industry doing to people. I am widely published, including on MarketWatch.com of the Wall Street Journal network. I have also appeared on television and radio. Take some time to learn for yourself how I have helped people a lot like you.
What I can tell you in short is this: if the way you have been invested has subjected you to large risks and not given you the returns you hoped for — there is a better way.
Bluemound Asset Management…
is a fee-only Registered Investment Adviser located in Greater Milwaukee, Wisconsin, founded by nationally recognized investment columnist and financial advisor Kirk Spano.
What differentiates us is that we are not trapped within the same recycled box that most other firms are in. Through Kirk Spano’s relationships with some of America’s true financial leaders, Bluemound is able to offer a unique family office style approach to wealth management that is accessible to investors at every financial stage.