My name is Kirk Spano. I grew up in a middle class working family in Milwaukee. I remember long gas lines, the first home my parents bought and the recession of the early 1980s. My parent’s sacrificed to put me through private schools at a time that Milwaukee Public Schools were beginning to fail. I fondly remember all of the good times with my family, especially my brothers, and friends. I can never fully repay any of these people for their love, concern or guidance.
After graduating from Dominican High School, I attended the University of Wisconsin in Milwaukee with majors in Economics and Political Science and graduated with a Bachelor of Arts degree. I can not thank either institution enough.
After college, I began my investment career as a stock broker in 1996 with one of America’s largest independent broker-dealers. I spent 14 years as a broker restrained by a financial industry that I feel is mediocre at best and generally overpriced.
In 2010, I founded Bluemound Asset Management, LLC, a fee-only Registered Investment Advisor in Wisconsin that acts as a fiduciary in your best interest. I focus on investment management and retirement planning for individuals, as well as, small business. My methodology is adapted from the book “The Intelligent Investor” by Benjamin Graham — Warren Buffett’s mentor.
In 2011, I was selected over nearly 200 analysts as “The World’s Next Great Investing Columnist” by MarketWatch of the Wall Street Journal. I am now published regularly on MarketWatch, Seeking Alpha and syndicated around the media. You can find my ranking versus thousands of other analysts according to TipRanks.
I see how times have changed in America the past few decades. Life has become harder as the world has shifted. A "slow growth forever" global economy has developed. Aging demographics, massive global debts, technological revolution, climate change and geopolitical conflict have conspired to create a more competitive and dangerous world.
I also know that some of the opportunity in America has been hoarded by few. What I believe is that America is still the land of opportunity. Our ability to shift to a sustainable economic model will be key to whether we merely survive or can thrive as a nation. Individually, we will all need to adapt to a changing world in order to build and sustain our financial freedom.
These experiences and ideas have led me to a simple goal: to offer smart, low cost, risk-managed investment advice that helps you build and sustain your financial freedom.
Click here to contact me and set-up a time to talk.