Trust Services

Trust Services

Schaffer Wealth Preservation & Capital Management

Our goal is to partner with families to preserve, grow, and manage wealth. We provide sophisticated and intricate financial products and services delivered with the proactive, personal touch that sets Schaffer Wealth Preservation & Capital Management apart from other trust companies. Another advantage is that we have in-house full service accounting services, fully licensed and experienced investment professionals who are Certified Financial Planners and our technological capabilities are second to none in our industry.