As independent advisors, we are your financial advocates for your important financial decisions. Information and education is an infinite part of our process, and communication will ultimately determine the success of our relationship together.
Shaffer Wealth Management delivers a consistent process for clients that we serve. Only through rigorous preparation can we help our clients attain the highest probability of reaching their financial goals.
Analyze
Our team employs data gathering, a financial “stress test”, budgeting tactics, current cash flow projection, and goals and values discussions to help understand your goals.
Customize
At Shaffer Wealth Management, we can help you revise and refine analysis, construct and allocate portfolios, assist in creating sustainable cash flow solutions, work alongside you to design a plan to maintain or reach objectives, and advise on the implementation of a spending target or an investment policy.
Adapt
When working with a member of our team, we can help you review goals and objectives, monitor progress towards your goals, analyze your performance, help you adjust to financial market environments, and examine tax and legal changes as they arise.
Consult
Our wealth management professionals can coordinate with other tax and legal advisors, help educated other family members as needed, work to implement cash flow strategy, help consolidate accounts and simplify your “Financial House”, and provide fee analysis and transparency.
6210 Avalon Blvd
Alpharetta, GA 30009
Office: (678) 771-6100
Fax: (678) 669-2490
Toll Free: (800) 608-7680
Form Client Relationship Summary ("Form CRS") is a brief summary of the brokerage and advisor services we offer.
HTA Client Relationship Summary
HTS Client Relationship Summary
Hightower Advisors, LLC is a SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Some investment professionals may also be registered with Hightower Securities, LLC and offer securities through Hightower Securities, LLC, member FINRA/SIPC. You can check the background of our firm and investment professionals on brokercheck.finra.org. Unless otherwise indicated relative to a specific award or ranking, Hightower Advisors, LLC does not pay a fee to be considered for any ranking or recognition, but may have paid to publicize rankings obtained and disseminated prior to 11.4.2022. All awards / rankings / ratings obtained and distributed on or after 11.4.2022 will be accompanied by specific disclosure as applicable.
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