financial advisor in Mequon Jim Sarow
11111 North Port Washington Road
Mequon, WI 53092
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It is my pleasure to serve the financial needs of people in the Milwaukee North Shore and Ozaukee County communities, my experience in the financial industry began in 2000. I hold a Bachelor of Science degree in economics from the University of Wisconsin Green Bay.
I want to make managing your finances as easy as possible for you. As your financial advisor, I will partner with a Wealth Management Banker from U.S. Bank to bring you a holistic approach to your wealth management needs. We will collaborate to understand your financial situation and develop personalized strategies to help you work toward your financial goals.
In my free time, I enjoy running, basketball and traveling.
Area of focus
Insurance protection planning
Retirement plan distribution planning
Executive compensation planning
Business succession planning
Charitable gifting strategies
Goals-based wealth management
Primary office11111 North Port Washington Road
Mequon, WI 53092
Secondary office400 West Brown Deer Road
Bayside, WI 53217
Secondary office4200 West Brown Deer Road
Brown Deer, WI 53209
About Wealth Management from U.S. Bank and U.S. Bancorp Investments
Our integrated wealth management approach gives you access to a dedicated wealth professional, backed by a team of specialists. We offer financial strategies to individuals and families across a wide range of wealth levels. Our U.S. Bank wealth specialists offer trust and estate and wealth management banking services while our U.S. Bancorp Investment professionals provide wealth planning, investments and insurance support.