Your Lead Advisor + Advisor Support = Your Advisor Team
At The Shaeffer Wealth Advisory Group, our clients are supported by a team of financial professionals. We are dedicated advocates for your financial well-being, employing our extensive experience to champion your wealth and support your aspirations. Our collaborative approach sees that every aspect of your wealth is professionally managed and aligned with your vision for the future.
Your dedicated advisor support contact works closely with your lead advisor to help ensure you receive exceptional client service. They help create a smooth experience for you, providing timely assistance and making sure all aspects of your financial needs are promptly addressed, allowing your lead advisor to focus on your financial goals and provide personalized attention to your needs. Together, your advisor team not only streamlines the client experience but also reinforces our commitment to delivering customized and attentive financial guidance.
Client Support
We recognize that your financial journey deserves support every step of the way. While our entire team is trained and ready to assist our clients, Russell and Melissa are on standby to address your administrative requests and questions promptly.