Welcome to Bluemound Asset Management, LLC. My name is Kirk Spano, I am the founder and owner of the firm. My mission statement is not the grand statement of why we are better than the rest. It simply reflects viewpoints that our clients share with me, and my goals for the firm and its clients.
I grew up in a middle class Milwaukee family during the 1970s and 1980s. I know the sacrifices my parents made to put me and my brothers through good schools and give us a chance to succeed. I remember how tough it was during some of those times and the uncertainty that came with it.
Today, America is facing another time of sacrifice, uncertainty and transition. I know that my clients have worked hard for what they have. My goal as stated on the front page of this site is to help every person, family or business I work with reach the highest levels of financial freedom and peace of mind possible, in spite of the challenging times. That goal comes from a deep historic and personal understanding that what underpins the greatness of America is our freedom. Only in striving to preserve our personal freedom by working hard, being unselfish and being forward looking can we succeed individually or together.
In our lives, nothing is more important than the people that we care about. Our efforts at work, our money, our lives, revolve around those close to us. Our plans for the future reflect that reality. In helping you plan for the future, we will help you fulfill your goals for not only yourself, but goals you have for positively impacting the lives of those you care about.
In building great relationships, and values based financial plans, we will seek to deliver the safety, growth, income and freedom that will gradually and continuously exceed the expectations of our clients.
Before we begin working together, I will take a patient approach in getting to know you. I will find out where you are in your journey and what we need to do to help you continue on your path. I will learn who you care about and what goals you have. We will explore your fears, as well as, ambitions. Once I understand what you need, want and dream of, then we can both begin a committed long-term trusting relationship.
My perfect client is serious about their financial success and also about their positive impact on others. While I have programs designed for Young Investors and retirement planning, those who I work with on a more personal level will engage a holistic approach that seeks bigger ideas for lifestyle, financial freedom and personal impact.
To talk about developing a relationship, contact me directly, Kirk Spano, by email or telephone (414-617-6669).