Walter Schlaepfer: Building Custom Offerings

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.

Comments

Post a Comment

Popular posts from this blog

Walter Schlaepfer: Areas of Expertise

Walter Schlaepfer serves as managing director of a First Republic Investment Management wealth management team. Based in Bellevue, Washington, Schlaepfer and his team help high net worth clients steward, deploy and transfer wealth effectively.  A seasoned wealth advisor, Schlaepfer offers significant expertise in security selection, portfolio design, risk assessment, asset allocation, and market evaluation.  Barron’s recently honored Schlaepfer as one of “ America’s Top 1,200 Financial Advisors by State ” and one of “ America’s Top 100 Financial Advisors ” for the fifth consecutive year.  
Read more

Walter Schlaepfer: Providing Excellent Client Services

Image
Walter Schlaepfer is a wealth management advisor and managing director of a top-performing team at Merrill Lynch. With more than three decades of experience in financial planning, Schlaepfer provides his team the insight, resources, and direction to deliver exceptionally client service.  Walter Schlaepfer ensures each client receives the expert advice and a comprehensive strategy to effectively pursue their long-term financial goals.
Read more

Walter Schlaepfer: Centered on Client Success

Walter Schlaepfer first joined Merrill Lynch more than 30 years ago, pursuing a career in which he could help people while applying the tenets of hard work, discipline and leadership instilled in him as a cadet in the U.S. Naval Academy. Today, Schlaepfer enjoys the opportunity to work closely with high net worth individuals and families to customize wealth management solutions that enable long-term success and ensure each client has the best strategy for deploying, growing and transferring wealth effectively. Centered on success WalterSchlaepfer and his leading wealth management team, the Phil Scott Group, build wealth and investment strategies for clients to achieve their long-term financial goals. A seasoned private wealth advisor and managing director, Schlaepfer is focused not only on helping clients navigate the financial markets, but preserving and deploying their wealth with care to pursue a confident financial future.
Read more