Get Started:

Established Wealth

For accounts over $500,000, please call or email us:

all: (414) 221-0081

Emerging Wealth

For accounts under $500,000

With our streamlined Oarsman Blueprint program, you simply answer a set of applicable questions and then open a portfolio that is customized for you.  Your portfolio is consistently monitored and balanced to align with your responses.  Oarsman Blueprint is offered through Schwab Institutional Intelligent Portfolios.

Take a Tour: our Advisor Program Key is 39FH

Ready to Sign Up:
1. Complete the Charles Schwab Agreement.
2. Complete the Oarsman Agreement
3. Review and accept Oarsman ADV Disclosure

Have questions?  Call 414-221-0081 or email

Milwaukee Office
759 North Milwaukee St.  Suite 605
Milwaukee, WI 53202
Madison Area Office
634 Water St. Suite A
Prairie du Sac, WI 53578
Brookfield Office
13160 West Burleigh Rd.
Brookfield, WI 53005

This website is for informational purposes only; it does not constitute a complete description of Oarsman Capital’s investment advisory services. The information contained herein does not constitute tax, legal or investment advice. Visitors should discuss the personal applicability of specific investment instruments, strategies and services with a professional advisor. Visitors will not be considered clients of Oarsman Capital, Inc. by virtue of access to this website.  Oarsman Capital, Inc., conducts business only in jurisdictions where registered, or where an applicable registration exemption or exclusion exists.  Information contained herein is not intended for persons in any jurisdiction where such use would be contrary to the laws or regulations of that jurisdiction, or which would subject Oarsman Capital to unintended registration requirements. Information throughout the site is obtained from sources we believe to be reliable, but we do not warrant or guarantee its timeliness or accuracy.  Information regarding historical investment results should not be interpreted as an indication of future performance.  Portfolio diversification (balance) cannot eliminate investment risk; a diversified investment strategy emphasizing high-quality securities can result in loss of principal.