Walter Schlaepfer: A Different Approach to Wealth Management - PowerPoint PPT Presentation

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Walter Schlaepfer: A Different Approach to Wealth Management

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Walter Schlaepfer takes a different approach to wealth management, looking beyond portfolio management to consider wealth in its totality, including potential challenges it can create for high net worth clients. – PowerPoint PPT presentation

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Title: Walter Schlaepfer: A Different Approach to Wealth Management


1
Walter Schlaepfer A Different Approach to Wealth
Management
2
  • Walter Schlaepfer takes a different approach to
    wealth management, looking beyond portfolio
    management to consider wealth in its totality,
    including potential challenges it can create for
    high net worth clients.

3
  • A private wealth advisor at Merrill Lynch in
    Bellevue, Washington, Schlaepfers holistic
    wealth management approach provides clients a
    comprehensive perspective of their wealth while
    offering strategies for pursuing a more confident
    financial future.

4
  • Complete wealth management
  • Walter Schlaepfer and his top-performing wealth
    management team, the Phil Scott Group, develop
    solutions around each clients unique objectives,
    ensuring individuals and families are best
    positioned for long-term success.

5
  • By offering everything from asset management and
    financial planning to private banking, debt
    management and more, Schlaepfers team delivers a
    world-class client experience, ensuring clients
    are prepared for any potential challenges.
  • Schlaepfers approach and focus on exceptional
    service have earned him a spot on Barrons Top
    100 Financial Advisors list five years running.
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