Walter schlaepfer A Wealth Management Advisor with Merrill Lynch

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Walter Schlaepfer Helping People

• Walter Schlaepfer

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Walter Schlaepfer

• As an award-winning financial professional,
  Walter Schlaepfer has a longstanding career as a
  wealth management advisor with Merrill Lynch.

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Walter Schlaepfer

• He is the founder and leader of a Bellevue,
  Washington wealth management team, The Phil Scott
  Group, which is a top team within the firm. He
  also serves as the teams managing director.

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Helping People

• Alongside his team, Walter Schlaepfer loves to
  help people manage their wealth.

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Helping People

• He specializes in working with ultra-affluent
  clients who seek advisement on growing,
  stewarding, deploying, g and managing their
  wealth effectively.

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Helping People

• With over thirty years of direct investing and
  wealth management experience, his clients include
  business owners, senior executive professionals,
  entrepreneurs, and multigenerational families.

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Helping People

• Without trained specialists like Schlaepfer and
  his team members, people with significant wealth
  can miss vital opportunities.

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