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Showing posts from August, 2019

Walter Schlaepfer: Consistency and Continuity

Walter Schlaepfer is the managing director of a leading wealth management team at Merrill Lynch. Walter Schlaepfer and many of his colleagues have worked together for years building a consistent reputation for exceptional customer service. Schlaepfer’s commitment to world-class service has garnered him renowned industry recognition over the years. Barron’s has honored Walter Schlaepfer as one of “America’s Top 1,200 Financial Advisors: State by State” five years running (2015-2019), and one of “America’s Top 100 Financial Advisors” six straight years (2014-2019).

Walter Schlaepfer: A Proprietary Program

Walter Schlaepfer leads a top wealth management team at Merrill Lynch in Bellevue, Washington. An experienced wealth management advisor, Walter Schlaepfer directs the team’s investment management initiatives, including a proprietary investment program. Experienced in investing and portfolio management, Schlaepfer works hard to provide his team the insight, focus and resources needed to help clients achieve their long-term financial goals. Walter Schlaepfer has worked in the financial industry for more than 30 years and is a trusted expert in the areas of asset allocation, risk assessment, market evaluation and security selection.

Walter Schlaepfer: Understanding You and Your Needs

Walter Schlaepfer offers wealth management services and counsel to high net worth clients. Walter Schlaepfer is committed to understanding each client’s priorities and needs to provide custom counsel. He works closely with clients to develop and implement a wealth management approach that empowers clients to pursue and achieve their financial goals. Walter Schlaepfer and his team are focused on building the investment offerings that best align with those goals.