Phil Schlaepfer: Helping You Navigate the Market

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.

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