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

Proud to work with nationally recognized teammates

At The Shaeffer Wealth Advisory Group, we are very proud that Financial Advisors Jim Smith and John Sutton 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 and John!

  • Jim Smith - Financial Times Top 400 Advisors - 2020
  • John Sutton - Advisor Hub: Advisors to Watch - 2022

GI Monthly Cover November 2022China charts its course through turbulence and transformation

As China faces challenges to growth and development, we reflect on the outcome of the 20th Communist Party Congress and what it means for investors. Read the full economic outlook in the latest edition of 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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