Walter Schlaepfer

Walter Schlaepfer founded his wealth management team on a simple but profound premise: to provide clients the advice, guidance and resources needed to effectively pursue and achieve their long-term financial goals.   As decades-long wealth management and investment professional at Merrill Lynch, Walter Schlaepfer provides high net worth clientele the wealth management solutions and counsel they need to pursue their priorities and achieve a successful financial future. =Schlaepfer believes that his team’s success is directly tied to that of his clients. By focusing his team’s efforts on client needs, preferences and priorities, his team has built a culture of continuity, consistency and high performance. When clients turn to Schlaepfer and his colleagues, they benefit from a distinctive client experience centered on the importance of their needs and those of their families.

Walter Schlaepfer is focused on providing a client-centered experience.  He understands their priorities and the appropriate financial strategies that will provide the best opportunity for success. A wealth manager and team leader at Merrill Lynch, Schlaepfer delivers investment offerings and services customized to meet the needs of clients and their families. He delivers high-quality services including planning, asset management, private banking, cash-flow analysis and more.

Walter Schlaepfer designs custom investment offerings based on each client’s distinct preferences, time horizons and priorities including their wealth transfer objectives, future cash-flow needs and tax implications. A wealth management and investment professional with Merrill Lynch since 1984, Walter Schlaepfer brings valuable investing experience to his clients and his team. His unwavering commitment to client-first solutions has resulted in long-term success. He currently leads a wealth management team in the Greater Seattle region.