Schaper, Benz & Wise Investment Counsel Inc

Family Wealth Counseling

Schaper, Benz & Wise is grounded in sound investing. We are experienced investors wholly dedicated to the complex needs and demands of affluent individuals and families. For those clients that look to Schaper, Benz & Wise to provide advice and counsel on all aspects of their financial well-being, we offer Family Wealth Counseling.

Services available to Family Wealth Counseling clients include:

Investment Management
Wealth Transfer Planning
Retirement Planning
Financial/Tax Planning
Charitable Giving Planning
Fiduciary Advising
Income/Cash Needs Planning

Given our client base, we are very familiar with the issues that arise when working with individuals and families of wealth with unique financial needs and circumstances. Most important, we are structured to ensure our clients receive the highest degree of quality and confidentiality in all our interactions.

This website and the services contained herein are intended for U.S. citizens. Schaper, Benz & Wise Investment Counsel, Inc. is an SEC registered investment adviser located in Neenah, Wisconsin. Our Form ADV and other information can be viewed at www.adviserinfo.sec.gov. All information contained herein is for informational purposes only and does not constitute a solicitation or an offer to sell investment advisory services in any jurisdiction. Schaper, Benz & Wise does not make any representations or warranties as to the accuracy or timeliness of any information prepared by any unaffiliated third party provider, whether linked to this web site or incorporated herein.

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