The Sugar Maple Story

An independent, objective, non-proprietary, boutique investment services business with locations in Sister Bay and Neenah, Wisconsin. Focused on providing written financial plans (asset allocation, retirement and cash flow analysis, insurance, estate planning) while working with your current attorney and tax…

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Our Philosophy

The preparation of a client’s financial plan and investment policy statement (IPS) along with the implementation and ongoing monitoring of a customized investment portfolio allows Sugar Maple Asset Management, LLC to meet the long-term investment returns our clients require….

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Investment Management

Individual portfolios are built and monitored based upon the client’s investment policy statement and financial plan.  Sugar Maple Asset Management, LLC believes a core group of practices will result in performance consistent with our clients’ risk tolerance and return…

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