Welcome

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.

Wealth Services

Investment Management

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.

Financial Planning

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.

Client TestimonialsWhat our clients say about Sugar Maple Asset Management