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.