Smart planning, smart investments

Evaluating the evolving needs, wants and wishes of our global clients, we collaborate to create customized wealth management solutions for families, businesses, and foundations.

About RBC Wealth Management Online

With change comes questions

See the impact of your money decisions before you make them, with RBC WealthPlan.

What is important to you?

Professional wealth management helps you answer this question, prioritize your objectives and prepare to accomplish them. Helping with the financial side of achieving those goals is central to everything we do. We often help our clients:

  • plan for retirement, including the creation of an income stream;
  • fund an education for a loved one;
  • prepare for a major purchase;
  • protect their family or income; and
  • create a legacy to be remembered by.

Please contact us today to discuss how we can help you reach your goals.

Global Insight Monthly

Global Insight Monthly cover - October 2024The price of Fed rate cut success is steep, but not too steep

The Fed has finally aggressively lowered interest rates. While a steeper yield curve reflects the market’s optimism that rate cuts will shore up the economic outlook, further steepness could be a sign the Fed will cut rates deeply, likely due to a recession. Read the Global Insight Monthly »

Pleased to serve you in multiple locations

We are proud to serve clients in multiple locations. We invite you to contact us to set up a meeting in one of our convenient locations:

Milwaukee, WI office

1000 N. Water St., Suite 1500
Milwaukee, WI 53202

Delafield, WI office

440 Wells, Suite 100
Delafield, WI 53018

Meet the team

Learn more about us.

Sage 8 Advisory Group

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Jonas Edstrom, MBA

Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

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Kyle Leipold

Senior Vice President - Financial Advisor - ABD, Consulting Group

Jane Stromwall

Jane Stromwall, CRC®

Senior Vice President - Financial Advisor, Consulting Group

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Andrew Stromwall

First Vice President - Financial Advisor, Consulting Group

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David Betts, AIF®, CFA®

Vice President - Financial Advisor

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Kaj Edstrom, CFP®, CLU®, CPFA®

Financial Advisor

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Michael Johnson

Senior Registered Client Associate

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Paula Robare

Senior Client Associate

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Becky Brazer

Branch Service Mgr/Sr Registered Client Assoc

Nicholas Barth

Registered Client Associate

Contact

Sage 8 Advisory Group

414-347-7086
Sage8advisory@rbc.com