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Showing posts from October, 2019

Walter Schlaepfer: It Begins with a Conversation

Walter Schlaepfer has helped numerous high net worth clients build the foundation for a more successful financial future, laying the groundwork needed to achieve their goals and grow wealth more effectively. A seasoned wealth management advisor with Merrill Lynch , Schlaepfer works to develop the financial strategy for achieving long-term goals and navigating the challenges of significant wealth. It Begins with a Conversation Each new client experience with Walter Schlaepfer and his team begins with a conversation to better understand and prioritize which goals matter most to the client. Schlaepfer takes time to listen to long-term priorities and customize a comprehensive wealth management strategy that helps clients pursue long-term objectives. By listening and asking the right questions, Schlaepfer and his team can develop strategies that provide better opportunities for lasting success.

Walter Schlaepfer: Barron’s Top Advisor

Walter Schlaepfer continues to be recognized as one of the top professionals in his field. Schlaepfer was recently named a Barron’s “2019 Top 1,200 Financial Advisor: State by State,” as well as a Barron’s “ 2019 Top 100 Financial Advisor .”  With a commitment to exceptional client experience and customized strategies, Schlaepfer continues to set himself apart as one of the top wealth management professionals in the region and across the country. Walter Schlaepfer has worked with Merrill Lynch for more than 30 years.