Smart Planning, Smart Investments

 

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.

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

Global Insight Monthly

Global Insight Cover Image - June 2024Longevity: Cracking the aging code

Science is developing ways to slow, stall, and possibly even reverse ageing. We explore the most promising advances and the link between scientific breakthroughs and intriguing investments.  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

About RBC Wealth Management Online

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

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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

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

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Becky Brazer

Branch Service Mgr/Sr Registered Client Assoc

Nicholas Barth

Client Associate

Contact

Sage 8 Advisory Group

414-347-7210
jonas.edstrom@rbc.com