Phil Schlaepfer: A Seasoned Perspective that Delivers Top-Quality Results

Phil Schlaepfer has worked in investing and portfolio management for more than 30 years and understands what it takes to customize financial plans and strategies that empower successful financial futures.

A longtime wealth management advisor, Phil Schlaepfer takes time to work closely with and get to know his clients’ priorities and carve out the paths that high net worth clients need to protect, grow and transfer their wealth effectively.
A Seasoned Perspective that Delivers Top-Quality Results
Phil Schlaepfer offers each client the value of a seasoned perspective—one that comes from decades of helping highly accomplished individuals and families pursue their long-term financial goals.
It is this perspective that provides the foundation for a world-class client experience, and has earned Schlaepfer the honor of being named a Barron’s “Top 1,200 Financial Advisor: State-by-State” each of the last six years (2014-2019).

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