Phil Schlaepfer: Providing a World-Class Client Experience
Phil Schlaepfer has worked in investment and portfolio management for more than 30 years. A trusted wealth manager and financial advisor, Phil Schlaepfer looks to provide each client a world-class experience centered on their unique financial priorities and building strategies that help them secure a successful financial future. Providing a World-Class Client Experience What goes into a world-class experience? As Phil Schlaepfer knows, delivering next-level customer service requires taking the time to understand the client, their values, their current financial situation, and their future financial goals. Phil Schlaepfer and his team go beyond traditional asset management to provide a more complete wealth management experience that delivers results through comprehensive wealth strategies that consider all aspects of client wealth and priorities.