About our office

The Brookfield team supports the wealth goals of individuals and families. We work with a wide range of clients, with varying life experiences and backgrounds. Our office has deep knowledge working with business owners, attorneys, accountants and retirees; however, we’re able to advise regarding many unique needs or situations. We’re committed to helping you work towards the life and legacy you envision and deserve.

Meet our Private Wealth Advisor

Dean Sternad

Private Wealth Advisor

262-780-5041

Contact Dean

Engaged in our communities

U.S. Bank believes in giving back. Over the past three years in our community, we’ve provided $6 million in U.S. Bank Foundation and corporate giving and 47,000 in volunteer hours. Our team is actively involved in providing support through the Greater Milwaukee Foundation, American Heart Association in Milwaukee, Gift of Adoption, United Performing Arts Fund and others.

 Community involvement

Our services

 

Insurance products are available through our affiliate U.S. Bancorp Investments.

Insights

 

Market news

Stay informed with our up-to-date reports on economic events and news from the markets.

Weekly market analysis

Should I sell my business?

Inform your preferred transition approach one answer at a time.

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Taxes in retirement

Don’t overlook the impact of taxes as you plot out your retirement income strategy.

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