Celebrating 40 years

The Shaeffer Wealth Advisory Group is celebrating their 40th anniversary! Our group came together in 1982 under the direction of Charles W. "Pete" Shaeffer, Jr., as a team of investment professionals committed to providing unbiased advice and unparalleled service. Over the past 40 years, we have been committed to doing the right thing for our clients and keeping them on track to reach their financial goals. We continue to provide holistic wealth management services to our clients and their families, and with over 100 years of combined investment experience we are uniquely prepared to assume the role of trusted and dedicated financial advisor. 


A message from our founder

Welcome! In 1982, after almost 20 years in the business, I felt strongly that clients would be better served by a "team" of investment professionals committed to providing unbiased advice and unparalleled service.  I am very proud that over 35 years later, The Shaeffer Wealth Advisory Group is still going strong.  Our team consists of individuals of the highest integrity whom have always had one goal: To do the right thing for our clients.

We hope you find our website useful in better understanding the services offered by The Shaeffer Wealth Advisory Group.  Please contact us with any questions or for further information.  Thank you.

~ Charles W. "Pete" Shaeffer, Jr., Founder

Jim Smith named one of Financial Times Top 400 Advisors

At The Shaeffer Wealth Advisory Group, we are very proud that Financial Advisor Jim Smith was named a Financial Times Top 400 Advisor in 2020. It’s an honor to have a teammate nationally recognized as one of the best in the industry—because it means we are serving our clients well. Congratulations, Jim!

Global Insight Cover (man looking at finances on ipad)

As earnings go, so goes the market

Fresh off a market bounce that was partly sparked by better-than-feared Q2 earnings reports, investors should consider where U.S. corporate profits could be headed next year. Read the full economic outlook in the latest edition of the Global Insight Monthly.

Let's take the next step together

We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.

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