Phil Schlaepfer - Merrill Lynch Wealth Management Advisor

Phil Schlaepfer and his team do more than maximize portfolio performance. They go beyond asset management to deliver a world-class client experience built on the principles of complete wealth and investment management. A wealth manager and leader at Merrill Lynch, Phil Schlaepfer is committed to providing a next-level experience that empowers clients to meet their long-term financial goals. This includes anything from asset management and debt and liability management to private banking, cash-flow analysis, estate planning, educational programs and more.

Phil Schlaepfer is focused on providing clients the next-level customer service they need and deserve from their wealth management advisor. A managing director with Merrill Lynch , Schlaepfer and his team go beyond portfolio management to deliver a more holistic wealth management experience that grows wealth and guides the client toward their long-term financial goals. Phil Schlaepfer works hard not only to deliver top investment performance, but also provide an unrivaled, fully integrated client experience.

Phil Schlaepfer is a wealth manager and team leader with Merrill Lynch. The founder of his own wealth management group, Phil Schlaepfer works hard to help each client thoughtfully navigate the investment markets while remaining sensitive to individual cash-flow needs, risk tolerance and personal objectives. With more than three decades of experience in portfolio management and investing, Phil Schlaepfer brings a seasoned perspective and prudent approach to market analysis. Schlaepfer and his expert team deploy and grow each client’s wealth with extraordinary forethought and care. They offer holistic wealth management and customized investment offerings that meet each client’s unique preferences, priorities and long-term goals. Each member of Phil Schlaepfer’s wealth management team is talented, experienced and dedicated to cultivating lasting relationships with clients.