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 a level of consistent, high-quality service that sets them apart from others in the field.


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