Walter SchlaepfeR
Walter Schlaepfer oversees a team of wealth management professionals in Bellevue, Washington.
Walter Schlaepfer is an award-winning wealth management professional with more than three decades of industry experience. Since his 1984 graduation from the United States Naval Academy, Walter Schlaepfer has served as wealth management professional at Merrill Lynch. His unwavering work ethic and commitment to providing a world-class experience have earned him numerous accolades and recognition throughout his career.
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Walter Schlaepfer works at Merrill Lynch as a wealth management advisor. His experience with the firm spans more than three decades. Today, he's the founder and leader of one of its top-performing teams, The Phil Scott Group.
His team consists of seasoned members who have decades of wealth management experience. Walter Schlaepfer believes that the extended tenure of his team members and their ongoing collaboration allows them to deliver exceptional outcomes for all clients. Walter Schlaepfer has more than 30 years of direct experience in investing and wealth management, which gives him a seasoned perspective of financial markets, investments and the challenges that come with managing significant wealth. He utilizes that experience to provide clients the expert guidance they need to protect, preserve and grow their wealth.
Investment Management Initiatives As the founder of a top-performing Merrill Lynch wealth management team, Walter Schlaepfer oversees all investment management initiatives his group offers, including a proprietary investment program with a proven track record of success. With a focus on the areas of investment portfolio design, market evaluation and outlook, asset allocation, risk assessment and security selection, Schlaepfer customizes investment offerings that reflect the client’s unique priorities and consistently deliver top-quality performance. Walter Schlaepfer works hard to ensure his clients get the strategic advice and service needed to protect, grow and manage their wealth.
A seasoned wealth manager with 30 years of investing and portfolio management experience, Schlaepfer goes beyond traditional asset management to develop holistic strategies aligned with client priorities and goals. Wealth Management that Drives Results Walter Schlaepfer has been helping clients protect their wealth and pursue a more confident financial future for more than 30 years. Dedicated to client success, Schlaepfer works tirelessly to empower clients with the resources and expertise they need to realize their financial goals. Schlaepfer and his team deliver proven wealth management strategies and investment offerings tailored to each client’s unique priorities and pave the way for a confident financial future. |
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