Walter Schlaepfer: A Team on a Mission

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.

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