Comprehensive Wealth Management

is what we do

Schaffer Wealth Management provides personalized service from a team of experts. Careful attention to your needs and assessment of your objectives provides valuable information when planning your financial future. Your complete wealth management involves your investments, financial planning, estate planning and a good understanding of your tax situation.

Get to know us

The Schaffer team is made up of a diverse group of investment professionals ready to put your money to work for you.

You have priorities

In order to provide investment solutions that are right for you we need to know what your priorities are.

Friendly and professional

Lee and his team provide investment services that are tailored to your goals. Find out why you will want to deal with Lee.

Important Notices