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.
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