Schaecher Berend Wealth Management

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