Your Goals and Dreams, Our Guidance
The Schaffer Private Wealth Group was created for servicing our clients at the highest level to work towards achieving goals for the present and generations to come. We review your investments and financial objectives day-in and day-out, so you can focus on enjoying all of life’s special moments.
Our team believes in a partnership relationship with our clients, we aim for our clients to feel as invested in our process as we are with their goals. Together, we will be a part of your financial journey and remain eager and optimistic for the future of your finances.
At Schaffer Private Wealth Group, we work closely with successful individuals, families, and businesses to provide clear guidance tailored to meet financial goals. The first step in our process is building a trusted, personal relationship with clients to better understand their financial aspirations. Our team strives to provide the best service imaginable and is in constant communication with clients to ensure their financial goals
are following their path to success.
are following their path to success.
We service clients through a wide range of financial services, so clients can focus on all the important moments in their life.
Our Process for You:
Our process starts with discussing your background and life journey to the present to gain a deeper understanding of your values and goals. Our personalized approach focuses on learning about the things you value most, helping you clarify your highest priority goals, and designing an investment solution to fit your unique needs.
Our process starts with discussing your background and life journey to the present to gain a deeper understanding of your values and goals. Our personalized approach focuses on learning about the things you value most, helping you clarify your highest priority goals, and designing an investment solution to fit your unique needs.
Your financial objective is reviewed and maintained constantly. We will always align your values and investment goals with portfolio holdings and communicate market observations to discuss how to stay en-route to achieving your financial dreams. As different life events transpire, we stand ready for maintaining or altering your investments based on real time data and our investment principles. Our team is here to work for you and with you, and as a “partner”, we reach our goals when you reach yours.
Our Process for Your Family:
Our process for a family approach to investing is a follow-on from your goals and values. Our job is to help translate both of those into something that can be illustrated for generations. Whether we are assisting in education savings or generational wealth, our securities selection is tailored to your timeline. Different timelines and goals that you have allow our expertise to come into play when planning for your family’s current and future financial needs.
We believe in the importance of educating family members in their family history, especially by communicating generational values. We approach family investing similar to if it were our own. We aim to build a strong relationship with different generations and seek to continue to serve your family. Through the different branches of your family tree, we will hold your family values and will continue to carry out the importance of your family legacy.
Our process for a family approach to investing is a follow-on from your goals and values. Our job is to help translate both of those into something that can be illustrated for generations. Whether we are assisting in education savings or generational wealth, our securities selection is tailored to your timeline. Different timelines and goals that you have allow our expertise to come into play when planning for your family’s current and future financial needs.
We believe in the importance of educating family members in their family history, especially by communicating generational values. We approach family investing similar to if it were our own. We aim to build a strong relationship with different generations and seek to continue to serve your family. Through the different branches of your family tree, we will hold your family values and will continue to carry out the importance of your family legacy.
Our Process for Your Business:
Our process for business success allows our team to administrate the financial aspects of your business, so you can stay focused on your craft. Our business plans and strategies maintain the roots of your business, while adapting to implement the growth of your company. We offer a wide range of services to assist with the internal and external components of your business. We work alongside Accountants and Attorneys to effectively excel your vision for the future of your company. *
What might seem from the outside as an intangible concept, our team understands the hard work and devotion that has been put in to building your company, and the deeper concept of a brand. We work to share and carry out the passion that you have instilled in the making of your business.
Our process for business success allows our team to administrate the financial aspects of your business, so you can stay focused on your craft. Our business plans and strategies maintain the roots of your business, while adapting to implement the growth of your company. We offer a wide range of services to assist with the internal and external components of your business. We work alongside Accountants and Attorneys to effectively excel your vision for the future of your company. *
What might seem from the outside as an intangible concept, our team understands the hard work and devotion that has been put in to building your company, and the deeper concept of a brand. We work to share and carry out the passion that you have instilled in the making of your business.
*Wells Fargo Advisors Financial Network is not a legal or tax advisor.
Our Process for Your Future:
At Schaffer Private Wealth Group, your future is the purpose behind our work. After defining your future goals and gaining a deeper understanding of where you see your future self, we begin to design your custom investment strategies. From retirement to lifestyle goals, we will continue to review your portfolio to ensure it is on the path to meeting your future needs. Our team will help guide and advise on financial matters to render any potential changes to the course to meet your goals.
Our process for investing in your future will reflect our investment approach and principles blended with your exact goals and needs. The value of professional advice plays comes to fruition, and our team is always accessible to discuss any market conditions and current events that may seem to have an effect on your investments for the future. Like a partnership, we compare investment expertise and worldly knowledge with clients to stay aligned with any impacts on their investment objectives.
At Schaffer Private Wealth Group, your future is the purpose behind our work. After defining your future goals and gaining a deeper understanding of where you see your future self, we begin to design your custom investment strategies. From retirement to lifestyle goals, we will continue to review your portfolio to ensure it is on the path to meeting your future needs. Our team will help guide and advise on financial matters to render any potential changes to the course to meet your goals.
Our process for investing in your future will reflect our investment approach and principles blended with your exact goals and needs. The value of professional advice plays comes to fruition, and our team is always accessible to discuss any market conditions and current events that may seem to have an effect on your investments for the future. Like a partnership, we compare investment expertise and worldly knowledge with clients to stay aligned with any impacts on their investment objectives.
The Meaning of Our "Partnership"
As a common theme throughout our practice, we place a strong emphasis on the “partnership” relationship with our clients. In other words, we hope that our “partners” feel as if they embodied a shareholder mindset to SPWG. We aim for our partners to see the ever-growing value of our work and feel as invested in our services as we are with their financial circumstances. We believe in a win-win, meaning our team wins when client’s needs and goals are made into reality.
Partnership to us means that together, we assume vested interests in your life and are working towards the same goals. We find value of each partner’s life experience and knowledge and care to hear their thought process and understanding of the world. Our professional expertise mixed with client's intelligence is reflected in each unique investment portfolio.
Partnership to us means that together, we assume vested interests in your life and are working towards the same goals. We find value of each partner’s life experience and knowledge and care to hear their thought process and understanding of the world. Our professional expertise mixed with client's intelligence is reflected in each unique investment portfolio.