Walter Schlaepfer: Building an Approach that Works

1. Walter Schlaepfer: Building an Approach that Works Walter Schlaepfer and his top-performing wealth management team at Merrill Lynch are committed to helping high net worth clients realize their financial goals. Schlaepfer and the Phil Scott Group go beyond traditional asset management to deliver a complete wealth management experience, ensuring executives, entrepreneurs, business owners and families have everything they need to preserve and grow their wealth effectively. Building an approach that works Walter Schlaepfer and his colleagues work together to customize the wealth management approach that best suits each client’s unique financial goals. As managing director of a “Top 50 Private Wealth Management Team,” Schlaepfer understands the importance of learning what matters most to his clients. With a clear vision of each client’s personal objectives, Schlaepfer’s team develops the wealth and investment strategies that fit those priorities while positioning the client for long-term success. Through hard work, collaboration and exceptional service, Schlaepfer and his team help clients pursue their objectives and deliver a world-class experience.