Schaecher Berend Wealth Management

Specialties

Holistic financial planning consultants that provide a comprehensive solution to every aspect of your financial life as well as many non-​financial elements.

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

Additional services provided:

Retirement Income Planning

Social Security Maximization

Beneficiary designation reviews

History

Established in 1998.

We have been helping clients achieve their financial goals for over 17 years; our firm was founded with the goal of assisting our clients in every aspect of their financial lives. Our comprehensive approach helps our clients Create & Grow Wealth, Protect & Preserve Wealth, and Plan the Distribution of Wealth During Life & at Death in the Most Tax-​Advantaged Way.

Meet the Business Owner

Kelley S.

Business Owner

Serving as a trusted partner 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.