Serving as your trusted partners for comprehensive financial guidance
Wherever you are in life, it’s not uncommon to have concerns regarding your financial future and retirement. Even if you have a path in mind, you may not know how to reach your desired destination. At Schaecher Berend Wealth Management, we strive to serve as your trusted guide, offering objective recommendations, unbiased advice, and ongoing support as you travel along your path.
A key attribute to our success is our attention to the emotional component of financial planning. Our firm was founded with the goal of assisting our clients in every aspect of their financial lives. We have been helping clients work towards their financial goals for over 20 years; our comprehensive approach helps our clients:
- Build and Preserve Wealth
- Plan the Distribution of Wealth During Life & at Death in the Most Tax-Advantaged Way
We are committed to going above and beyond when it comes to managing your money and customer service. You can rely on us to:
- Evaluate your financial objectives
- Provide objective, customized strategies to your financial needs
- Monitor your investments
- Review your allocation of assets
- Verify that your investments are working towards your objectives
Wisdom is Essential.
We believe wisdom is essential. We would like to share our favorite quote: “Knowledge is knowing a tomato is a fruit; wisdom is knowing not to put a tomato in a fruit salad.”
We Listen.
This is your life path. We listen to your thoughts, goals, and needs as we offer real-world insight and personalized advice to simplify the complexities of investing.
Holistic
Holistic financial planning that provides a comprehensive solution to every aspect of your financial life as well as many non-financial elements.
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We've built a handy mobile app that allows you to ask us questions on-the-go and to receive helpful notifications from our office, plus it's 100% free.
