Phil Schlaepfer: Next-Level Service, Performance and Experience


Phil Schlaepfer has been helping high net worth clients pursue and achieve their financial goals for more than three decades. A top-performing financial advisor at Merrill Lynch, Schlaepfer provides every client the expert guidance and seasoned perspective they need to meet their financial goals and to deploy, grow and transfer their wealth effectively. 

Unrivaled Client Service
Phil Schlaepfer goes beyond the norm to deliver a world-class client experience. Through friendly, responsive service and customized investment offerings that deliver top-quality performance, Schlaepfer and his team provide the holistic wealth management experience that fits each client’s unique needs and priorities to accomplish their long-term goals. 

Schlaepfer delivers high-quality asset management, estate planning, financial planning, private banking, debt and liability management, and wealth management services to high net worth clients and their families.

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