Welcome to our website
As a comprehensive wealth management team, the Schaefer Present Investment Group develops sound strategies that provide a wide range of customized financial solutions. We design each wealth management plan by bringing together sophisticated wealth planning tools with our team's over 100 years investment counsel experience. Our goal is to be our clients most trusted advisor and ultimate resource for their personal, family and business needs.
We invite you to become our client, become our friend and experience how we can make a difference in your financial future.
To learn more about our highly collaborative team read our team brochure. To gain insight into our process, visit our how we work with you page. And finally, we encourage you to explore the wealth of information found on the market commentary page.
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Did you know this about money management? The gender pay gap is narrowing and women in the U.S. hold unprecedented amounts of financial assets. RBC Wealth Management is poised to help meet individuals’ investment goals. Contact me today.
Check out the spring 2023 issue of Insights into responsible investing, covering COP27 news, investing opportunities in the ag industry, trends for responsible investing and ways to help drive climate innovation and solutions. https://www.rbcwealthmanagement.com/_assets/documents/solutions/responsible-investing-newsletter.pdf
Happy spring! Enjoy as the daylight lingers a bit longer each day in the Northern Hemisphere.