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.
Client TestimonialsWhat our clients say about Sugar Maple Asset Management
Sugar Maple Asset Management is an amazing money management company. The two owners take great pride in their work with enthusiastic and energetic approach, excellent service, communication, strong investment skills and customer satisfaction. My father hand picked one of the owners (Terry) to manage his money and legacy. Throughout my Mother and Fathers deaths, Terry remained a strong confidante while I had to manage assets, emotional decisions, and the long maneuvers of estate closures. The team of Jeremy and Terry is synchronized to perfection and they are personal along with being very professional. I highly recommend this company. They have been a life saver for me in so many ways.
We have been utilizing their services since their inception. We have, and will continue to recommend this group to our friends and/or anyone asking for a strong, honest, transparent, advisory group seeking assistance in financial planning. They are excellent communicators, and work extremely hard to mirror your investment philosophy and execute your plans and goals to insure financial stability.