Steve Bruce

Team member

We are here to sculpt your wealth with experience

Founder & Chief Investment Officer

With a career spanning over two decades, Steve emerges as a distinguished professional in the realm of financial services and investments. His expertise extends across the domains of trading, consulting, and wealth management, establishing him as a respected authority within the industry. Steve’s unwavering dedication has been showcased throughout his impressive 17-year tenure at the Northwestern Mutual Wealth Management Company, where he has continually demonstrated a profound understanding of financial markets and an unwavering commitment to delivering results.

Rooted in the foundation of aeronautical science, Steve’s analytical prowess, instilled by his B.S. from the University of Dubuque, serves as the bedrock of his approach to financial markets. His acumen was further refined through the acquisition of an MBA from Northeastern University, solidifying his status as a well-rounded investment professional.

Notably, Steve’s ascension in the financial realm is marked with the attainment of the Chartered Market Technician (CMT) designation, exemplifying his relentless pursuit of mastering the intricacies of market analysis and forecasting. A relentless curiosity for the stock market, paired with his analytical acuity, fuels his enduring success.

He has been featured in national media, where he has shared his expert opinions on investment trends and strategies. Steve has also published numerous articles, enriching the collective wisdom of investors and financial professionals.

Outside of the financial world, Steve is married to his wife Erin and is the proud parent of two wonderful toddlers. He values family time, traveling to new places, and bonding through a shared love of cooking. He is also an avid Packers, Bucks and Brewers fan and enjoys cheering on his favorite sports teams in his free time.

(414) 533-0893

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