• Bluemound Asset Management
    Bluemound Asset Management A Kirk Spano company

Top 2 Investing Rules…

Kirk SpanoRule No. 1: Never lose money. Rule No. 2: Never forget rule No. 1.  

Warren Buffett

The most important aspect of financial planning is having an investment approach that protects you from permanent loss and gives you an opportunity to make money over the long-term. Industry statistics demonstrate that most financial people fail in both regards. 

At Bluemound Asset Management we focus on Buffett’s top two rules daily. My name is Kirk Spano and I am the founder of the firm. I am easy to follow online. Please read some of my articles and notes to help filter the noise in the markets and verify the sound advice I have given over the years. When you are ready, contact me to discuss building a better plan that can help secure your future and build towards your biggest dreams.

Time for a Change

Bluemound is a fee-only investment advisor.

We have a simple, smart and low-cost fee structure. 

We receive no commissions for making transactions.

You get a caring team and access to some of America’s true financial leaders.

Call today: 855445-4321

Kirk Spano Financial Network

  • Work with me from anywhere in America.
  • Get access to leading private money managers.
  • Get local financial planning and CPA services.
  • Pay less than the cost of broker sold mutual funds.

 Learn about this unique opportunity.

Bluemound Asset Management…

was founded by nationally recognized financial advisor Kirk Spano. 

Bluemound is a fee-only Registered Investment Advisor located in Greater Milwaukee, Wisconsin. 

What differentiates us is that we are not trapped within the same recycled box that most other firms are in. 

Through Kirk Spano’s extensive relationships within the money management, accounting and legal professions, Bluemound is able to offer a family office style approach to wealth management that is accessible to investors at every stage of financial planning.

Please browse our site, while taking special care to read our Mission Statement and Investment Philosophy, then schedule your “getting to know each other” call or meeting.

Tactical Asset Management

The best offense is a great defense.

Tactical Asset Allocation

Are you utilizing the appropriate defensive strategies for your portfolio? Today’s economic climate and financial markets require strong risk management.

Tactical asset management using low cost ETFs (Exchange Traded Funds) and mathematical analysis of the markets can protect you against much of the downside risk while allowing participation in the upside.

An easy way to understand this approach is that we are not trying to predict the future. Rather, we are reacting quickly when markets have a verifiable change of direction. 

When the market starts to fall, think of this approach as coming in from the rain while it is still drizzling. You will still get a little wet, but you won’t get soaked in a downpour. When the storm clears, we let the clouds get toward the horizon and then we reinvest.  

Learn how our Tactical Asset Management programs using some of America’s top financial minds can protect your lifestyle.

Family Wealth Management

“For all your days be prepared, and meet them ever alike.” Markham

Kirk can lead you through a volatile world, manage life changes and help make your long-term vision reality. 

Find out how we can help your family.

Legacy

Retirement Income Solutions

Your retirement is going to last a long time. We use a low risk and liquid approach to creating a lifetime income.

Learn about our risk-managed approaches.

Retirement Plan Monitor

Your retirement plan at work — 401(k), 403(b), 457 — is a major part of your future. 

Learn how to properly manage your retirement.

401(k) Design & Fiduciary Services

The Pension Protection Act has made 401(k) sponsorship more complex and dangerous.

Learn how to improve investment outcomes and reduce fiduciary liability.

Kirk Spano at MarketWatch

Kirk Spano’s views have been recognized and sought after nationally. He writes for MarketWatch of the Wall Street Journal network, has appeared on television — including Fox Business, is a regular radio guest and has authored articles for multiple publications. He also publishes the American Resource Boom Letter.

Boomers Rock Radio

Mr. Spano regularly appears on the Boomers Rock Radio Show with host Tom Matt. Boomers Rock is focused on baby boomer issues, including finance, wellness and fulfillment.