Shaffer Wealth Management is a premier wealth management team offering concierge services to high net worth individuals, families and institutions. We connect on a personal level with our clients to understand their goals, concerns, and family dynamics. We create customized solutions that protect and grow their wealth, while focusing on sustainable cash flow objectives.
As independent fiduciary advisors, we serve as advocates for our families through every financial decision together. We partner with HighTower to provide unparalleled access, support, transparency and sophisticated solutions.
