At the Stromwall Investment Group, we are dedicated to providing efficient, experienced and friendly service to every client. As your financial advisors, our goal is to develop a relationship with you and to play a key role in your financial life. Each member of our team has defined responsibilities so that our strengths complement one another to support our clients’ needs most effectively.

When you work with the Stromwall Investment Group, the first steps will be to identify your risk tolerance, define and prioritize your financial goals, and design an ongoing plan to help you realize your vision for the future. Our team will then provide advice for your personalized plan while tracking your progress as you pursue your financial goals. In addition, because your financial situation is often complex, our team works with your attorney, accountant and other professionals to help design and implement strategies to support your plan.

We moved to the Delafield Branch

Come visit us in person at our new location 440 Wells St Suite 100, Delafield, WI 53018

Let us help you grow more than wealth

GI Monthly Cover November 2022China charts its course through turbulence and transformation

As China faces challenges to growth and development, we reflect on the outcome of the 20th Communist Party Congress and what it means for investors. Read the full economic outlook in the latest edition of Global Insight Monthly.

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.

Latest Insights

Man meeting with financial advisor

Not a phantom rally in equity markets

We assess the four catalysts that have caused key markets to bounce by double digits, and discuss why investors should avoid the temptation of market timing.

Read more

Contact

Stromwall Investment Group

262-420-1407
jane.stromwall@rbc.com