Schaefer Wealth Management

Our philosophy is not to simply provide financial services, but to provide partnership and council every step of the way. At Schaefer Wealth Management, we are committed to providing financial clarity, solutions, and service that allow you to focus on the things you care about most. We truly enjoy helping people make smart financial decisions and look forward to learning more about you, your priorities, and your goals.

We are dedicated to you every step of the way, providing financial clarity and solutions designed around your priorities and goals. Most people don't have the time, knowledge, discipline or desire to manage and grow their wealth, completely on their own. We want you to be comfortable opening-up and sharing your true concerns so that we can answer your important questions and help you make sound financial decisions.

Our wealth management process strives to reflect all of your financial goals and characteristics while simplifying your financial life. Our approach is not centered on specific financial products, but on solutions. Financial planning extends beyond investments and should include any factor that can impact your financial situation.

Our Quadrant Plan provides a structured process of allocating your total portfolio based on your unique goals and priorities. Our Quadrant Plan approach seeks to integrate the benefits of both custom portfolios and model portfolios. We offer a variety of investment strategies, which we consider building blocks for your portfolio.

You can count on one constant in your financial life; things change. Beyond changes in your personal financial situation, the investment industry changes as well. New investment choices are made available, the economy moves through cycles, and stock market volatility continues to bring new challenges and opportunities.