Kirk Spano is a Milwaukee native who holds Bachelor of Arts Degrees in Economics and Political Science from the University of Wisconsin-Milwaukee. Mr. Spano emphasizes a holistic approach to planning, geared towards helping clients achieve their financial goals.  Kirk’s clients include individuals, families, businesses, unions and non-profit groups. As a member of the Institute of World Affairs, Kirk is involved in discussions regarding global finance, economics, and politics. Mr. Spano has been published in various publications and continues to write periodically.  To read Kirk’s letters to clients and other work, please visit his website at www.KirkSpano.com.

 

In managing money, Kirk builds strategic asset allocation models around secular financial realities while using tactical asset allocation to respond to cyclical trends. Kirk seeks undervalued asset classes for inclusion in a diversified portfolio, and employs several top money managers in order to achieve your investment goals. Mr. Spano is also an Independent Life and Health Insurance Agent. He utilizes an extensive understanding of underwriting to assist clients in obtaining appropriate risk management solutions at the lowest premium possible, primarily life insurance and long term care insurance.

 

Kirk is a big baseball fan; he shares season tickets for the Milwaukee Brewers; has coached little league; plays in, manages and, in 2004, became Commissioner of the Milwaukee Baseball League. He enjoys much of his free time with his two wonderful children.