Posts

Showing posts from August, 2020

Walter Schlaepfer: Centered on Client Success

Walter Schlaepfer first joined Merrill Lynch more than 30 years ago, pursuing a career in which he could help people while applying the tenets of hard work, discipline and leadership instilled in him as a cadet in the U.S. Naval Academy. Today, Schlaepfer enjoys the opportunity to work closely with high net worth individuals and families to customize wealth management solutions that enable long-term success and ensure each client has the best strategy for deploying, growing and transferring wealth effectively. Centered on success WalterSchlaepfer and his leading wealth management team, the Phil Scott Group, build wealth and investment strategies for clients to achieve their long-term financial goals. A seasoned private wealth advisor and managing director, Schlaepfer is focused not only on helping clients navigate the financial markets, but preserving and deploying their wealth with care to pursue a confident financial future.

Walter Schlaepfer: Investment Strategies that Reflect Client Priorities

Walter Schlaepfer delivers wealth and investment strategies that reflect each client’s unique priorities and provide the best opportunity at a successful financial future. An experienced, award-winning private wealth advisor at Merrill Lynch, Schlaepfer provides high net worth clients support and seasoned perspective to navigate the financial markets and realize long-term objectives. Trusted experience and expertise For more than 30 years, Walter Schlaepfer has prioritized his clients’ needs to ensure each investment approach is customized to their values and goals. An accomplished private wealth advisor, Schlaepfer understands how to deploy and grow wealth effectively. Schlaepfer and his team, the Phil Scott Group, deliver exceptional client service and have been repeatedly named one of the best teams in wealth management, including mention as a “ Top 50 Private Wealth Management Team ” in 2020. Many on Schlaepfer’s team have collaborated for more than 15 years, resulting in