Phil Schlaepfer: Working One-on-One with Clients

Phil Schlaepfer provides complete wealth management services based on client preferences, priorities and goals. An investment professional for more than 30 years, Schlaepfer works closely with each client to learn their goals and develop a customized strategy for success.

Phil Schlaepfer’s prudent approach to investing and wealth management has yielded positive results for his clients and continues to be the heart of his wealth management philosophy. He has worked with ultra-affluent clients throughout his decades-long career to ensure their wealth is successfully deployed, grown, managed and transferred.

Holistic wealth management available through Phil Schlaepfer and his team includes services such as asset management and savings, to estate planning, private banking, and debt and liability management.