Schaecher Berend Wealth Management has been helping clients with their financial goals since 2003. Our comprehensive approach helps our clients:

  • Build and Preserve Wealth
  • Plan the distribution of wealth during life and at death,
  • All in the most tax-advantaged way.

We are committed to personal customer service and to going above and beyond when it comes to managing your money. You can rely on us to evaluate your financial objectives, provide objective customized strategies to address your financial needs, monitor your investments and verify that your investments are in line with your objectives.

At Schaecher Berend Wealth Management, we believe you deserve sound financial advice. We work hard on behalf of our clients rather than for the company offering the highest sales commissions. Kelley Schaecher and Tia Berend as Investment Advisor Representatives with LPL Financial, we offer access to fee-based financial planning along with our comprehensive approach which aims to help our clients with their financial puzzle. We look forward to working with you.

* Fee-based financial planning is offered through LPL Financial, a registered investment advisor.