Phil Schlaepfer: Planning, Service and Management
Phil Schlaepfer brings a holistic approach to wealth management. This includes not only expert asset management, but also such services as savings, estate planning, debt and liability management, cash-flow analysis, and financial educational programs. As a top wealth manager and team leader at Merrill Lynch, Phil Schlaepfer helps highly accomplished clients manage, grow and transfer their wealth more effectively and achieve a more confident financial future.
Schlaepfer’s investment philosophy is based on optimizing performance, the client’s needs for cash flow and achieving the client’s long-term financial goals.
