Phil Schlaepfer and the Phil Scott Group, his award-winning wealth management team at Merrill Lynch, are driven to help high net worth clients realize their financial goals.
From asset management and private banking to debt and liability management, Phil Schlaepfer and his team deliver holistic wealth management solutions aligned with each client’s priorities and designed to deploy, grow and transfer wealth effectively.
Pursuing financial goalsWhether it is planning for retirement, saving for a new home, or starting a business, Phil Schlaepfer customizes a strategy to help his clients pursue and realize your long-term objectives.
Schlaepfer and his “Top 50 Private Wealth Management Team” start each conversation by learning about each client’s priorities and focusing on their goals to prepare them for the road ahead.
Through hard work and a commitment to exceptional service, Schlaepfer builds strategies that empower clients to achieve long-term financial success.
