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Walter Schlaepfer: A Different Approach to Wealth Management

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.

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Walter Schlaepfer: A Different Approach to Wealth Management

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  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, Schlaepfer’s 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 client’s 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, Schlaepfer’s team delivers a world-class client experience, ensuring clients are prepared for any potential challenges. Schlaepfer’s approach and focus on exceptional service have earned him a spot on Barron’s “Top 100 Financial Advisors” list five years running.

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