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.

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 2024 Midyear Outlook

Global Insight Outlook Cover Image - July 2024U.S. debt dilemma: No quick fixes and no catastrophes

The federal government’s debt has doubled since 2015 – and shows no signs of turning around.  Read the Midyear Outlook »

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

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IRS is creating unconscionable delays for a major issue, watchdog says. Here's what to know.

The National Taxpayer Advocate found that the IRS is too slow in identity theft cases. Read more about the report here.

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Meet the team

Learn more about us.

Sage 8 Advisory Group

image of Jonas Edstrom

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

image of Andrew Stromwall

Andrew Stromwall

First Vice President - Financial Advisor, Consulting Group

image of David Betts

David Betts, AIF®, CFA®

Vice President - Financial Advisor

image of Kaj Edstrom

Kaj Edstrom, CFP®, CLU®, CPFA®

Financial Advisor

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Michael Johnson

Senior Registered Client Associate

image of Paula Robare

Paula Robare

Senior Client Associate

image of Becky Brazer

Becky Brazer

Branch Service Mgr/Sr Registered Client Assoc

Nicholas Barth

Sales Assistant 2

Contact

Sage 8 Advisory Group

414-347-7086
Sage8advisory@rbc.com