Walter Schlaepfer: Customized Offerings

Walter Schlaepfer is a wealth advisor and wealth management team leader at Merrill Lynch in Bellevue, Washington. He has been named a Barron’s “Top 1,200 Financial Advisor: State by State” five straight years—and was recently named a Barron’s “2019 Top 100 Financial Advisor.”
Schlaepfer provides clients with holistic wealth management services that go beyond traditional portfolio management and include private banking, debt and liability management, cash-flow analysis, estate planning and asset management. Walter Schlaepfer and his team offer customized investment offerings tailored to their client’s unique priorities and goals.

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