Sugar Maple Asset Management, LLC is an independent Registered Investment Advisory firm offering financial planning and fee based only investment management in a fiduciary capacity.
Offices in Sister Bay and Neenah, Wisconsin with clients across Wisconsin and the United States.
Customized, individual portfolios built and monitored based upon your investment policy statement and financial plan.
IRA's and 401(k) Rollovers
Determining if consolidating various retirement accounts into a managed IRA would simplify your financial life or provide tax benefits.
Understanding your current financial status and goals to meet specific objectives and develop recommendations for your future.
Variable Annuity Repair
Identify drawbacks or expenses in costly annuity contracts and determine how to keep more of your hard-earned savings.