Walter Schlaepfer: Areas of Expertise
Walter Schlaepfer serves as managing director of a Merrill Lynch wealth management team. Based in Bellevue, Washington, Schlaepfer and his team help high net worth clients steward, deploy and transfer wealth effectively. A seasoned wealth advisor, Schlaepfer offers significant expertise in security selection, portfolio design, risk assessment, asset allocation and market evaluation. Barron’s recently honored Schlaepfer as one of “America’s Top 1,200 Financial Advisors by State” and one of “America’s Top 100 Financial Advisors” for the fifth consecutive year.
Walter Schlaepfer: Barron’s Top 100 Financial Advisor
Walter Schlaepfer leads a top wealth management team at Merrill Lynch. Based in Bellevue, Washington, Schlaepfer and his team personalize wealth management and investment strategies to fit client needs and help deploy, grow and manage wealth effectively. Schlaepfer focuses on a world-class experience that empowers long-term success, an approach that has earned him a position on Barron’s “Top 100 Financial Advisors” list the last six years.
Schlaepfer has also been honored as a Barron’s “Top 1,200 Financial Advisor by State” five years running.
Walter Schlaepfer: Helping Clients Protect, Preserve and Grow Wealth
Walter Schlaepfer is committed to providing world-class wealth management services that enable success as well as help protect, deploy and grow wealth responsibly.
As a wealth management professional for 35 years, Schlaepfer offers the expert counsel and personalized wealth management strategies that high net worth clients need, not only to pursue their financial goals, but to ensure a secure financial future.
Helping Clients Protect, Preserve and Grow Wealth
Walter Schlaepfer and his team deliver a customized, consistent experience that goes beyond traditional asset management. By considering wealth in its totality, Schlaepfer is able to develop holistic wealth management plans that better reflect your aspirations, goals, and opportunities for success.
From asset management and financial planning to estate planning and more, Walter Schlaepfer takes a complete approach that delivers excellent performance and results.
Walter Schlaepfer: Client Priorities
Walter Schlaepfer is focused on developing wealth management strategies around his client’s unique priorities and goals. Whether it is managing current or future healthcare expenses, upsizing or downsizing a home, providing generational financial security, or starting a business, Walter Schlaepfer and his teamwork with clients to build the strategy and financial plan that allow them to realize their financial goals.
Walter Schlaepfer is committed to providing advice, guidance and planning centered on clients’ unique needs.
Walter Schlaepfer: Industry Recognition
Walter Schlaepfer has repeatedly been recognized as one of Barron’s top financial advisors. This includes six straight years as one of “America’s Top 100 Financial Advisors,” and five years as one of “America’s Top 1,200 Financial Advisors by State.” Walter Schlaepfer, a wealth management team leader at Merrill Lynch, continues to provide clients exceptional service and top-quality performance needed to grow, deploy and transfer their wealth effectively.
Schlaepfer has worked in investing and wealth management at Merrill Lynch for more than 30 years.