You've Built Your Success, We Help Govern It
At Schaffer Private Wealth Group, we provide more than just financial advice and services, we provide a collaboration of working towards your financial goals and needs. We aim for every client to feel the growing impact of our work, treating their financial goals with the discipline and long-term vision of a dedicated shareholder.
The Value of Planning
Planning allows a total look into your net worth and your financial situation. Seeing all aspects of your wealth can allow our team to generate reports and monitor your trajectory through:
- Investment Analysis
- Cash Flow Analysis and Balance Sheet Strategy
- Goal Tracking, Maintenance, and Monitoring
- Estimates and Success Percentage Reports
- Complex Circumstance Planning
Wealth Planning
By translating complex technical strategies into clear, actionable recommendations, we help ensure that your wealth decisions reflect your family’s values and vision for generations to come.
› Investment Management
› Tax Planning Strategies*
› Wealth Transfer and Gifting Strategies
› Retirement Planning
› Estate Planning Strategies
› Charitable Planning
› Education Planning
› Risk Management
Family Dynamics, Education, and Governance
Families that participate in meaningful conversations about money, align their values and decision-making strategies, set clear financial and business goals, explore family history and prepare the rising generation for leadership are generally more likely to achieve lasting success.
The Value of Our Approach
This approach links together the past and present, helps ensure a shared vision, and empowers future generations to carry forward the family legacy effectively.
- Family meetings
- Family values and missions
- Family history
- Business history
- Preparing heirs for wealth