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

Proud to work with nationally recognized teammates

At The Shaeffer Wealth Advisory Group, we are very proud that Financial Advisors Jim Smith, John Sutton and Byron Epple were awarded prestigious awards. It’s an honor to have teammates nationally recognized as one of the best in the industry—because it means we are serving our clients well. Congratulations, Jim, John and Byron!

  • Jim Smith - Financial Times Top 400 Advisors - 2020
  • John Sutton - Advisor Hub: Advisors to Watch - 2022
  • Byron Epple - Advisor Hub: Advisors to Watch - 2023
  • The Shaeffer Wealth Advisory Group - Forbes Best-in-State Wealth Management Team - 2023

Global Insight Monthly

Global Insight 2023 Midyear Outlook pdf coverThe income is back in fixed income

Sharply rising interest rates in recent years have boosted bond yields, shifting the investment calculus for portfolios that combine equity and fixed income holdings. With yields approaching or exceeding the return targets in many wealth plans, we think fixed income should play a bigger role in balanced portfolios.

Read GI 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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