James Sarow | Financial Advisor | Mequon, WI | U.S. Bancorp Wealth Management

Jim Sarow

CFP®, CLU®, ChFC®
Wealth Management Advisor
U.S. Bancorp Investments

262.241.7705

Primary office
11111 North Port Washington Road
Mequon, WI 53092

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About me

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 Wealth Management 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

Investment Planning

Insurance Protection Planning

Retirement Plan Distribution Planning

Executive Compensation Planning

Business Succession Planning

Charitable Gifting Strategies

Executive/Trustee Planning

Legacy Planning

Goals Based Wealth Management

My offices

About Wealth Management from U.S. Bank and U.S. Bancorp Investments

Our integrated wealth management approach gives you access to a dedicated advisor, 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 specialists offer banking, trust and investment support while our U.S. Bancorp Investments professionals focus on investments, planning and insurance.