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.

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    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 - April 2025

    Global equities: a confluence or possibilities

    Equity markets have followed diverse paths in the first three months of 2025. We think several factors are now in play that will influence the direction they take from here. 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

    image of Jonas Edstrom

    Jonas Edstrom, MBA

    Senior Vice President - Financial Advisor, Portfolio Director Group
    image of Kyle Leipold

    Kyle Leipold

    Senior Vice President - Financial Advisor, Senior Portfolio Director Group
    Jane Stromwall

    Jane Stromwall, CRC®

    Senior Vice President - Financial Advisor, Portfolio Director Group
    image of Andrew Stromwall

    Andrew Stromwall

    First Vice President - Financial Advisor, Portfolio Director Group
    image of David Betts

    David Betts, AIF®, CFA®

    Vice President - Financial Advisor, Portfolio Manager - Portfolio Focus
    image of Kaj Edstrom

    Kaj Edstrom, CFP®, CLU®, CPFA®

    Financial Advisor
    image of Michael Johnson

    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

    Registered Client Associate

    Contact

    Sage 8 Advisory Group

    414-347-7086
    Sage8advisory@rbc.com
    Disclosures

    RBC Credit Access Line is a securities-based, demand line of credit offered by Royal Bank of Canada, an Equal Opportunity Lender and a bank affiliate of RBC Capital Markets, LLC. Subject to Credit Approval. Securities-based loans involve special risks, are subject to minimum collateral requirements, and are not suitable for everyone. Additional restrictions may apply.

    Jonas Edstrom is currently registered to conduct business with residents of the following states: AR, AZ, CA, CO, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, NC, NE, NJ, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI. Arkansas Insurance License #904548. California Insurance License # 0C92908.

    Jane Stromwall, NMLS # 532618, and David Betts, NMLS # 2044627 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

    Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

    Kyle Leipold is currently registered to conduct business with residents of the following states: AR, AZ, CA, CO, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NJ, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI. Arkansas Insurance License #8524889. California Insurance License # 0k36139.

    Jane Stromwall is currently registered to conduct business with residents of the following states: AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, NC, NE, NJ, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI. California Insurance License # 0F33574.

    Andrew Stromwall is currently registered to conduct business with residents of the following states: AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, NC, NE, NJ, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI. California Insurance License # 0K02883.

    David Betts is currently registered to conduct business with residents of the following states: AR, AZ, CA, CO, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NJ, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI.

    Kaj Edstrom is currently registered to conduct business with residents of the following states: AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NJ, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI.

    Read additional advisor disclosures.