The Sadoff Team
Serving the greater Milwaukee, WI, area.
Talk to the team
Location
Milwaukee, WI, 53217 (414) 352-8460
A team behind every plan
Wealth Management in Milwaukee, Wisconsin
Serving Milwaukee-area families since 1978
Since 1978, the Sadoff team has helped individuals and families in Milwaukee, WI and the surrounding Greater Milwaukee area with wealth management. Led by Bryan Sadoff and Michael Sadoff, our team brings decades of experience supporting high-net-worth individuals with long-term financial decisions across changing market cycles.
A relationship-first approach for Milwaukee wealth management clients
We pair high-touch service with structured planning and ongoing guidance. Clients value our responsiveness, clear communication, and steady perspective, especially during periods of market volatility. Our objective is to help you stay aligned to your plan, adapt when life changes, and maintain confidence in your investment and retirement strategy over time.
Already a client? Access your accounts.
Meet Our Team
Awards & Recognition
View AllEvery detail of your big picture
Beyond the six core areas of wealth management, we also offer specialized solutions including employee retirement account management, trust services, tax preparation, and business owner consulting. For businesses, we provide guidance for plan sponsors, plan participant education, and employee benefits programs.
Planning for retirement
Financial freedom in retirement is about creating a strategic plan for a viable, predictable, tax-efficient stream of income.
Investing with a plan-first mindset
We offer investment guidance designed to strike a balance between risk/return and align with your financial goals.
Preparing for the unexpected
Risk management is about being prepared. We can help verify that your current insurance policies fit your unique needs.
Managing my tax strategy
Every effective plan starts with an integrated tax strategy. Our team can help you manage your tax liabilities.
Building my legacy
Our team can build a plan that reflects your passions and provides for your loved ones, now and in the future.
Creating a financial plan
We will help you assess your situation, recognize and pursue opportunities, and craft a detailed financial plan.
Where we are
Our offices, one team
Primary office
Milwaukee, WI
8909 N. Port Washington Road, Suite 206
Milwaukee, WI 53217
The primary office is listed first, followed by the remaining offices alphabetically. The team serves clients from every office and meets virtually across the region.
Milwaukee, WI
Milwaukee, WI 53217
What working together looks like
Discover
A no-cost conversation about where you are, what you own, and what you want money to do for the people you love.
Plan
A written plan covering income, tax, estate, and insurance — reviewed by a planner, a tax professional, and a strategist before you see it.
Implement
We put the plan to work: portfolios built to your risk tolerance, accounts consolidated, beneficiaries and documents aligned.
Review
Scheduled reviews each year — and a team that picks up the phone when life changes between them.
Sadoff Team
Newsroom and Resources
View AllSadoff Team Quarterly Newsletter 2026
Sadoff Team Quarterly Newsletter June 2026
One coordinated team, built around your plan
Our advisory teams work best with households that have $500,000 or more in investable assets.
Ready to talk now? Call 763-401-5685.
(Weekdays 8am–6pm Central)
Get your second opinion
Meet with us and get your complimentary, hand-crafted Wealth Blueprint to serve your financial goals.
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