Sugar Maple Asset Management

Sugar Maple Asset Management is an independent registered investment advisory firm offering financial planning and fee-based investment management in a fiduciary capacity. Its services include customized investment portfolios built and monitored against each client's investment policy statement, IRA and 401(k) rollover reviews, financial planning, and variable annuity reviews that look for drawbacks and expenses in costly contracts.

The firm was founded in January 2016 by Jeremy Schwab and Terry Jack and works with clients across Wisconsin and the United States. It has offices in Neenah and Sister Bay, and the firm receives no commissions or fee rebates on the investments it recommends. Appointments can be requested through the website.