Bluemound Asset Management, LLC provides multiple levels of investment services. The firm focuses on investment account management for individuals, as well as, family trusts. Mr. Spano also provides portfolio consulting for individuals, families and corporate retirement plans. Through Mr. Spano's connections across the national investment landscape, he also consults on selecting alternative investments for accredited investors.
Bluemound's financial planning services cover most basics, however, we bring in experts for accounting, legal and estate planning issues to provide the best outcomes. Our core competency is for investing in a rapidly changing world with focuses on both growth and retirement income.
Please take a look at our core investment services: