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.”Learn More
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.Learn More
Holistic financial planning that provides a comprehensive solution to every aspect of your financial life as well as many non-financial elements.Learn More
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 achieve their financial goals for over 17 years; our comprehensive approach helps our clients:
- Create & Grow Wealth
- Protect & 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 solutions to your financial needs
- Monitor your investments
- Review your allocation of assets
- Verify that your investments are achieving your objectives
What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
The Utility of Sector Investing
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Building wealth requires protection from the forces of wealth destruction.
Good employee health can be great for the company’s bottom line.
Understanding how a stock works is key to understanding your investments.
A four-step framework for building a personal legacy.
When to start? Should I continue to work? How can I maximize my benefit?
Read this overview to learn how financial advisors are compensated.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator will help determine whether you should invest funds or pay down debt.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
A bucket plan can help you be better prepared for a comfortable retirement.
Around the country, attitudes about retirement are shifting.
The market is as unpredictable as the weather. We’d love to help you prepare.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
$1 million in a diversified portfolio could help finance part of your retirement.