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 2022 Outlook

The long-term investment landscape: Where to from here.  Read the full analysis in our 2022 Outlook.

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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