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 - April 2024Interest rate mood swings

As the year progresses and the season changes, so too have some central bank rate cut expectations. We explain how investors should proceed.  Read the Global Insight Monthly »

RBC Echelon distinctive wealth solutions

Through RBC Echelon, we provide business owners, corporate executives and wealthy families customized strategies and bespoke solutions to grow, preserve and make an impact with their wealth over generations. It's where your wealth takes you that matters, and RBC Echelon understands that being wealthy is only the beginning.

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

Let's take the next step together

We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.

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

image of Kyle Leipold

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

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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

About RBC Wealth Management Online

How will you bring your ideas to life?

You have ideas for your future. Ideas for making a difference or being somewhere different. Ideas for sustaining a family legacy or taking a sustained journey. Let’s talk about where your ideas will take you.

Latest Insights

Commuters on a train

A return to yield curve normalcy?

The ongoing yield curve inversion appears out of line with record equity markets and robust commodity pricing. We look at some reasons investors are accepting lower yields on longer-maturity bonds.

Read more

Explore responsible investing

Responsible InvestingAccess our guide designed to help you better understand and identify steps you can take to invest with purpose. This workbook contains a sustainability questionnaire to assist in evaluating what’s most important to you.

Download the guide

RBC Wealth Management Online

Sam Burns crouching on golf course

We see things differently

On the green successful golfers take unique approaches to each shot. When it comes to your financial future, We take a unique method to envisioning your customized approach. You'll receive dependable guidance to help you achieve your wealth goals.  Contact us today to learn more.

Wealth insights guide for young professionals

Young Professionals GuideToday’s young professionals face many challenges when it comes to building wealth. RBC Wealth Management's guide on money matters for young professionals is designed to help young adults master the fundamentals of saving and investing, with insights into how to control debt, build a wealth plan and prepare for a more secure tomorrow.

Download Money matters for young professionals wealth insights guide