Schaefer Wealth Management, Inc.
200 South Market Street, Waterloo, IL 62298
Hours open
Monday:
8:00 AM - 4:30 PM
Tuesday:
8:00 AM - 4:30 PM
Wednesday:
8:00 AM - 4:30 PM
Thursday:
8:00 AM - 4:30 PM
Friday:
8:00 AM - 12:00 PM
Saturday:
Closed
Sunday:
Closed
Photos
Location & Phone number
200 S Market St, Waterloo, IL 62298, United States
About the Business
Schaefer Wealth Management, Inc. is an independent financial advisory firm located at 200 South Market Street in Waterloo, Illinois, United States. Since 1989, we have been dedicated to providing comprehensive financial planning, investment management, and retirement income strategies to our clients. Our goal is to simplify and organize your wealth management plan, allowing you to focus on what matters most to you.
At Schaefer Wealth Management, we follow the PLAN Success Cycle, a four-phase process that helps us understand your financial goals and develop a plan to achieve them effectively. Our Wealth CheckPoints offer comprehensive financial planning solutions in areas such as investment, retirement, tax, legacy, and risk management planning. The Quadrant Plan and Portfolio Pillars guide our investment strategies, ensuring that your portfolio is customized to your priorities and goals.
In addition to our financial services, we also provide a monthly Market Review commentary to help you stay informed about the economy and financial markets. We understand that maintaining market leadership can be challenging, which is why we are committed to providing you with the tools and resources you need to succeed.
If you are looking for a trusted partner to help you navigate the complexities of wealth management, Schaefer Wealth Management, Inc. is here to help. Contact us at info@swm-inc.com or (618) 939-8828 to learn more about our services. Investment advisory services are offered through Schaefer Wealth Management, a State of Illinois Registered Investment Advisor, with subadvisory services provided by Advisory Alpha LLC, a SEC Registered Investment Advisor.
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