Sadoff Investment Management
Sadoff Investment Management is a Milwaukee-based wealth advisory practice founded in 1978, serving high-net-worth individuals and families in the Greater Milwaukee area. Operating under Wealth Enhancement Advisory Services, LLC, it provides fiduciary investment management, retirement, estate, tax, and financial planning services.
- Company typePrivate
- Founded1978
- HeadquartersMilwaukee, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
What Sadoff Investment Management does
Sadoff Investment Management, doing business as The Sadoff Team of Financial Advisors, is a private wealth management advisory practice founded in 1978 and headquartered at 8909 N. Port Washington Road, Suite 206, Milwaukee, Wisconsin. The practice operates under Wealth Enhancement Advisory Services, LLC, a registered investment advisor affiliated with Wealth Enhancement Group. It serves high-net-worth individuals and families in the Greater Milwaukee area with a relationship-first, fiduciary-focused model, providing investment management, retirement income planning, comprehensive financial planning, estate planning coordination, tax-aware planning, trust services, private client services, special needs planning, business growth and exit planning, and retirement plan consulting.
The advisory team is led by co-leaders Bryan Sadoff and Michael Sadoff, both of whom have appeared on Barron's Top 1,200 Financial Advisors and Forbes Best-In-State Wealth Advisors every year since 2014, ranking #2 and #3 in Wisconsin and Greater Milwaukee respectively in 2026. Additional advisors include Ron Sadoff (SVP), Robert Brooks (VP, CFP®), Bob Schneider (VP, CFP®), and Jordan Brown (ChFC, CEPA®, CFP®), supported by a client service team. The product portfolio is delivered through the Wealth Enhancement platform, which provides operational infrastructure including a Sadoff client portal, third-party custody integrations (Schwab Alliance, Fidelity), and content/blog marketing assets.
The revenue model is fiduciary-based advisory on a recurring subscription basis, with quote-based pricing not publicly disclosed; portfolio sizes served range from less than $100,000 to more than $5 million. Customer acquisition relies on direct, high-touch consultations, advisor recognition earned media, content marketing, and a quarterly newsletter, with target buyers being enterprise-tier HNW households in the Milwaukee metro. The firm reports no funding rounds, no M&A activity, no IP/patents, and no disclosed revenue.
Sadoff Investment Management firmographics
Firmographics- Name
- Sadoff Investment Management
- Legal name
- Wealth Enhancement Advisory Services, LLC
- Website
- https://sadoffinvestments.com
- Company type
- Private
- Founded year
- 1978
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Sadoff Investment Management is a Milwaukee-based wealth advisory practice founded in 1978, serving high-net-worth individuals and families in the Greater Milwaukee area. Operating under Wealth Enhancement Advisory Services, LLC, it provides fiduciary investment management, retirement, estate, tax, and financial planning services.
- Ownership category
- akta.pro rank
Sadoff Investment Management industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Private Banking & UHNW Wealth Advisory (FSAEABAC)
- akta.pro secondary industries
- Advisory Portfolio Management (Non-Discretionary) (FSAAABAD), Retirement & Pension Wealth (401(k)/IRA/SIPP/Superannuation Retail) (FSAAAAAJ), Private Banking Business Owners & Entrepreneur Solutions (Liquidity Events, Pre-IPO) (FSABADAK)
Keywords
Where Sadoff Investment Management is headquartered
LocationHeadquarters
- HQ city
- Milwaukee
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Sadoff Investment Management business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Advisory Services: Wealth management and financial advisory services provided on a fiduciary basis, including investment management, retirement planning, financial planning, and estate planning coordination.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Monthly | Advisory services for high-net-worth individuals |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels4 records
Sadoff Investment Management product offering
Product offeringCore offering
Sadoff Investment Management operates as The Sadoff Team of Financial Advisors, providing fiduciary wealth management services to high-net-worth individuals and families in the Greater Milwaukee area since 1978. Core offerings include investment management with long-term risk-aware portfolio construction, retirement planning, comprehensive financial planning, estate planning coordination, tax-aware planning, and specialized services such as trust services, private client services, special needs planning, and business growth and exit planning. The practice is operated through Wealth Enhancement Advisory Services, LLC, a registered investment advisor affiliated with Wealth Enhancement Group.
Product overview
Wealth Enhancement's Sadoff Team is a financial advisory practice offering a unified suite of wealth management services rather than a software product platform. The core offering centers on Comprehensive Wealth Management, which integrates investment management, retirement planning, financial planning, estate planning coordination, and tax strategies. Additional services include Trust Services, Private Client Services, Special Needs Planning, and Business Growth & Exit Planning. The practice serves high-net-worth individuals and families in the Milwaukee area with a relationship-first, fiduciary-focused approach. All services are delivered through the Wealth Enhancement advisory platform, which provides the operational infrastructure for client portal access and account management.
Differentiator
Problem solved
Functional benefit
Products and services
- Comprehensive Wealth Management Full-service wealth management offering that connects financial planning and portfolio strategy, including investment management, retirement planning, estate planning, and tax-aware planning for high-net-worth individuals.
- Investment Management Long-term, risk-aware portfolio construction and management services designed to keep clients aligned to their financial plans across changing market cycles.
- Retirement Planning Retirement planning services to help clients prepare for and live confidently through retirement with ongoing guidance and portfolio strategy.
- Financial Planning Comprehensive financial planning aligned to personal and family goals, helping clients make informed decisions with clarity and long-term perspective.
- Estate Planning Coordination Estate planning coordination to support legacy and multigenerational wealth priorities through fiduciary-focused guidance.
- Tax Strategies Tax-aware planning collaboration designed to help improve after-tax outcomes for clients.
- Trust Services Trust services offered through Wealth Enhancement Trust Services, Inc., a trust company chartered under South Dakota law.
- Private Client Services Private client wealth management services for high-net-worth individuals requiring specialized, high-touch advisory services.
- Special Needs Planning Specialized financial planning services for families with special needs individuals.
- Business Growth & Exit Planning Business growth and exit planning services for business owners transitioning their enterprises.
- Retirement Plan Consulting Retirement plan consulting services for businesses seeking to optimize employee retirement benefits.
Companies that use Sadoff Investment Management
Customer profileSegments1 record
Ideal customer profiles3 records
Sadoff Investment Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Sadoff Investment Management partnerships and signals
Strategic signalScale indicators3 records
Recent moves4 records
Expansion highlights3 records
Sadoff Investment Management competitors and assessment
Company assessmentEmerging players
- Carson Group: RIA platform serving independent financial advisors with technology, operations, and investment capabilities. Comparable as an ecosystem peer offering back-office and investment infrastructure that Sadoff effectively obtains through Wealth Enhancement Group.
Regional players
- Syverson Strege: Iowa-based independent wealth management firm providing investment management and financial planning to HNW clients. Comparable as a smaller regional RIA peer in the Midwest with a similar relationship-first, fiduciary-focused model.
- North Star Resource Group: Minneapolis-based financial advisory firm serving HNW individuals, families, and business owners with wealth management, exit planning, and retirement planning. Comparable as a Upper Midwest regional advisory peer in the same HNW wealth planning space as Sadoff.
- Annex Wealth Management: Wisconsin-headquartered RIA serving HNW individuals and families with comprehensive wealth management. Directly comparable to Sadoff as a regional Midwest advisory firm offering investment management, retirement, and financial planning to affluent households.
Broad incumbents
- Creative Planning: One of the largest independent RIAs in the U.S., offering comprehensive wealth management, estate, tax, and financial planning to HNW clients. Comparable as a scaled RIA peer pursuing the same HNW planning-led model that Sadoff operates within, but at far greater scale.
- LPL Financial: Largest independent broker-dealer and RIA support platform in the U.S., serving thousands of financial advisors with wealth management capabilities. Comparable as an alternative infrastructure model to Wealth Enhancement Group for advisor teams like Sadoff.
- Edelman Financial Engines: Large national RIA serving HNW and mass-affluent clients with investment advisory, retirement planning, and wealth management. Comparable as a scaled competitor in the same HNW wealth advisory category that Sadoff targets.
- Robert W. Baird & Co. Large Milwaukee-based wealth management and investment firm with a significant private wealth management practice. Comparable as a similarly headquartered incumbent offering HNW advisory services alongside a broader investment-banking and asset-management platform.
- Mariner Wealth Advisors: National RIA offering comprehensive wealth advisory including investment management, estate, tax, and retirement plan services to HNW households and business owners. Comparable for the same planning-led, multi-service HNW model Sadoff runs, with a national footprint.
Others
- Wealth Enhancement Group: Parent organization of the Sadoff team and a national RIA platform acquiring advisory teams across the U.S. Included as a peer given the Sadoff team operates as an advisory team within Wealth Enhancement Advisory Services, sharing clients, branding, and infrastructure.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat3 records
Key risks5 records
Key highlights5 records
Customer concentration
Sadoff Investment Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
Sadoff Investment Management leadership team
Management profileNumber of profiles
Profiles10 records
Sadoff Investment Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Sadoff Investment Management M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Sadoff Investment Management
What does Sadoff Investment Management do?
Sadoff Investment Management operates as The Sadoff Team of Financial Advisors, providing fiduciary wealth management services to high-net-worth individuals and families in the Greater Milwaukee area since 1978. Core offerings include investment management with long-term risk-aware portfolio construction, retirement planning, comprehensive financial planning, estate planning coordination, tax-aware planning, and specialized services such as trust services, private client services, special needs planning, and business growth and exit planning. The practice is operated through Wealth Enhancement Advisory Services, LLC, a registered investment advisor affiliated with Wealth Enhancement Group.
Is Sadoff Investment Management a public or private company?
Sadoff Investment Management is a private company. It is classified as unknown and is currently operating.
When was Sadoff Investment Management founded?
Sadoff Investment Management was founded in 1978. It employs 1 to 10 people.
Where is Sadoff Investment Management based?
Sadoff Investment Management is headquartered in Milwaukee, United States, in the North America region.
How does Sadoff Investment Management make money?
One revenue line is on record: advisory Services.
Who are Sadoff Investment Management's main competitors?
Carson Group is listed as an emerging player. Regional players are Syverson Strege, North Star Resource Group and Annex Wealth Management. Broad incumbents are Creative Planning, LPL Financial, Edelman Financial Engines, Robert W. Baird & Co. and Mariner Wealth Advisors. Wealth Enhancement Group is listed as an others.
Does Sadoff Investment Management have an API?
No public API is recorded for Sadoff Investment Management.
What industry is Sadoff Investment Management in?
Sadoff Investment Management's product category is Wealth Management. Its primary akta.pro industry code is FSAEABAC, Private Banking & UHNW Wealth Advisory, with a secondary code of FSAAABAD, Advisory Portfolio Management (Non-Discretionary). Its NAICS code is 523940 and its SIC code is 6282.